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5 posts

Longer lifespans and richer health data are forcing a rewrite of the life and health insurance playbook.

ThemeAnax 8 Sep

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

ThemeAnax 18 Aug

After two years of optimization, cloud budgets are growing again — and AI inference is the reason.

ThemeAnax 31 Jul

Hyperscalers are designing their own accelerators, and the AI hardware stack is fragmenting fast.

ThemeAnax 14 Jul

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

ThemeAnax 26 Jun

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