Life insurers rethink underwriting as longevity data matures
Longer lifespans and richer health data are forcing a rewrite of the life and health insurance playbook.
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What is driving the 2026 spike in health insurance premiums
Hospital costs, specialty drugs and an ageing risk pool are pushing health premiums to new highs.
Commercial real estate's office glut meets the conversion boom
Empty towers are becoming apartments, labs and hotels — where office-to-residential conversion actually pencils out.
Data centers become commercial real estate's hottest asset class
AI demand has turned power-ready land and data center shells into the most contested corner of CRE.
Pension funds tilt toward private credit — is the risk priced in?
Retirement systems keep raising allocations to private credit. The yields are real; so is the illiquidity.
The quiet rebalancing inside public pension portfolios
Funding ratios improved, so pension boards are de-risking — slowly, and not where you would expect.
Oil majors bet on LNG as refining margins tighten
With downstream margins compressing, the supermajors are doubling down on liquefied natural gas.
Shale's second act: efficiency over expansion
US shale producers are drilling less and earning more — a discipline the industry rarely managed before.
EV price wars are reshaping the automotive supply chain
Battery costs, vertical integration and brutal price cuts are redrawing who makes money in autos.
Legacy automakers and the software-defined vehicle problem
Carmakers built for stamping steel are learning, painfully, to ship software on a vehicle's timeline.
Cloud spending rebounds as AI workloads move to production
After two years of optimization, cloud budgets are growing again — and AI inference is the reason.
SaaS pricing is quietly shifting from seats to usage
AI agents don't buy seats. Software vendors are rebuilding their pricing models around consumption.
Consumer electronics in 2026: thinner margins, smarter devices
On-device AI is the new battleground while hardware margins keep shrinking across the category.
Wearables grow up: health sensors move from novelty to necessity
Glucose, blood pressure, sleep apnea — the wearable wrist is turning into a clinical instrument.
The semiconductor capex supercycle isn't slowing down
Fab construction, advanced packaging and HBM capacity — chip capital spending keeps breaking records.
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26 postsThoughts, stories and ideas.
The quiet rebalancing inside public pension portfolios
Funding ratios improved, so pension boards are de-risking — slowly, and not where you would expect.
ThemeAnax
Oil majors bet on LNG as refining margins tighten
With downstream margins compressing, the supermajors are doubling down on liquefied natural gas.
ThemeAnax
Shale's second act: efficiency over expansion
US shale producers are drilling less and earning more — a discipline the industry rarely managed before.
ThemeAnax
EV price wars are reshaping the automotive supply chain
Battery costs, vertical integration and brutal price cuts are redrawing who makes money in autos.
ThemeAnax
Legacy automakers and the software-defined vehicle problem
Carmakers built for stamping steel are learning, painfully, to ship software on a vehicle's timeline.
ThemeAnax
Cloud spending rebounds as AI workloads move to production
After two years of optimization, cloud budgets are growing again — and AI inference is the reason.
ThemeAnax