Deepak Mathivanan, Global Internet Analyst at Cantor Fitzgerald, joins our Chief Investment Officer John Mullane in New York to explore the secular trends and competitive dynamics shaping this fast-paced industry.

In his examination of COP29, Aidan Graver highlights the landmark agreements on climate finance and carbon markets, while emphasizing the critical challenges that remain in bridging the gap between commitments and actionable progress.

Economic uncertainty looms following the U.S. election, writes Pearse MacManus, with potential tariffs threatening inflation and growth. Europe faces mixed Q3 results and rising political and trade challenges, while China’s domestic recovery efforts are clouded by U.S.-China tensions. Global markets remain on edge as these developments unfold.