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Featured reportRisk Resilience
The Two Energy Superpowers
China and America are competing for the last mile.
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9 reportsDateReportThemeFormat
Jun 2026Depth, Speed, DurationThree shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.Capital MarketsReportJun 2026The Two Energy SuperpowersChina and America are competing for the last mile.Risk ResilienceReportJun 2026Compound Learning and Decision AdvantageStrategic competition with China is a contest of institutional learning rates, not just a clash of platforms and inventories.Strategic CompetitionReportJun 2026Uninsurable MapClimate risk is moving from weather maps to balance sheets.Risk ResilienceReportJun 2026The Power Curve 2026 Outlook2026 is the year of capability concentration, institutional drift, and the multi-pole order.Capital MarketsReportMay 2026China's Magnet MonopolyRare-earth access turns ore into strategic leverage.Capital MarketsReportMay 2026Betting on the IndexPassive flows have built the most concentrated S&P 500 on record.Capital MarketsReportApr 2026The Interest StateU.S. fiscal risk is shifting from the debt stock to the refinancing channel.Capital MarketsReportDec 2025China is an Energy MonsterOn issues of climate change, China stands apart.Risk ResilienceReport