Download the latest edition of The Next Big Theme, featuring perspectives on Robotics, Data Centres, U.S. Electrification, European Infrastructure and more...

Follow the money beyond Big Tech: into grids, infrastructure developers, copper, silver and batteries, and explore strategies for when stocks and bonds fall together.

Recent energy-market disruptions, heatwaves and accelerating electricity demand are increasing pressure on power systems and the focus on domestically generated power, potentially supporting renewable deployment.

The EV race is accelerating, but the winners are changing. China’s scale, regional policy divergence and mounting margin pressure are reshaping automaker strategies, while batteries, autonomous driving, humanoid robotics and energy storage open new paths to growth across the value chain.

Falling launch costs, reusable rockets and expanding satellite networks are transforming space from a government-led frontier into a commercially scalable industry. Discover how growing demand for connectivity, data and defence capabilities could create new opportunities across the space technology value chain.