Infographic: 10 factors that could change economies and markets forever

I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here's what I'm looking for.

Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.

The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.