Disruption is reshaping economies, with legacy businesses facing challenges while new opportunities arise. Long-term themes driven by megatrends, such as energy transition and infrastructure development, promise above-market returns despite short-term volatility. Investors must identify key innovations to navigate this evolving landscape.
A bipartisan effort in Congress to establish a comprehensive privacy bill has stalled due to internal disagreements, leaving the unregulated data broker industry largely unchecked. Meanwhile, the Justice Department has proposed new regulations to restrict the sale of Americans' sensitive personal data to adversarial countries, aiming to enhance national security while balancing economic interests. The rules would impose strict compliance requirements on U.S. entities handling sensitive data, particularly regarding transactions with designated "countries of concern."
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