With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.

It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.

As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.