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Opinion

5 posts

AI demand has turned power-ready land and data center shells into the most contested corner of CRE.

ThemeAnax 26 Aug

Battery costs, vertical integration and brutal price cuts are redrawing who makes money in autos.

ThemeAnax 9 Aug

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

ThemeAnax 22 Jul

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

ThemeAnax 5 Jul

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

ThemeAnax 17 Jun

Industry insights Industry Notes Practice Field guide Teardown

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