Life insurers rethink underwriting as longevity data matures

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ThemeAnax 8 Sep

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.

ThemeAnax 4 Sep

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.

ThemeAnax 31 Aug

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.

ThemeAnax 26 Aug

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.

ThemeAnax 22 Aug

The quiet rebalancing inside public pension portfolios

Funding ratios improved, so pension boards are de-risking — slowly, and not where you would expect.

ThemeAnax 18 Aug

Oil majors bet on LNG as refining margins tighten

With downstream margins compressing, the supermajors are doubling down on liquefied natural gas.

ThemeAnax 17 Aug

Shale's second act: efficiency over expansion

US shale producers are drilling less and earning more — a discipline the industry rarely managed before.

ThemeAnax 13 Aug

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 9 Aug

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 4 Aug

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 31 Jul

SaaS pricing is quietly shifting from seats to usage

AI agents don't buy seats. Software vendors are rebuilding their pricing models around consumption.

ThemeAnax 27 Jul

Consumer electronics in 2026: thinner margins, smarter devices

On-device AI is the new battleground while hardware margins keep shrinking across the category.

ThemeAnax 26 Jul

Wearables grow up: health sensors move from novelty to necessity

Glucose, blood pressure, sleep apnea — the wearable wrist is turning into a clinical instrument.

ThemeAnax 22 Jul

The semiconductor capex supercycle isn't slowing down

Fab construction, advanced packaging and HBM capacity — chip capital spending keeps breaking records.

ThemeAnax 18 Jul