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Industry

25 posts

Fees are certain, outperformance is not — the case for simpler pension portfolios.

ThemeAnax 5 Jul

Five years after the shortage, carmakers still treat semiconductors as a procurement line item.

ThemeAnax 30 Jun

Crude swings on the latest OPEC+ guidance as traders reprice the supply outlook into 2027.

ThemeAnax 26 Jun

Cloud giants are signing decade-long energy deals — nuclear included — to feed AI data centers.

ThemeAnax 22 Jun

New export rules are redrawing semiconductor supply chains and reshuffling AI accelerator roadmaps.

ThemeAnax 18 Jun

With venture money scarce, insurers are buying the insurtechs they once competed against.

ThemeAnax 17 Jun

Industry insights Notes Practice Field guide Opinion Teardown

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