Companies in the news and how they were assessed

The “good news” now being heralded by the US media and the administration: the take from tariffs surged to $31bn in August, setting new monthly high for 2025. Secretary of the Treasury Scott Bessent s

engelsbergideas.com Trade conflict and coercion, protectionism and industrial policy, and broad definitions of national security are now increasingly familiar features of the fragmenting global order

Issue of the week: Trump’s truce with China ...

FEW POLITICAL LEADERS REALIZE THE RATE AT which artificial intelligence is racing ahead. For decades, technological progress has been logged at a pace known as Moore’s Law, named after Gordon Moore, t

When Donald Trump took the oath of office for the second time in January 2025, he was surrounded not just by politicians and dignitaries, but by the CEOs of six of the world’s most visible technology