China’s AI sector is entering a pivotal phase in 2026, driven by mass adoption campaigns, rapid progress in agentic models, and a pragmatic approach to funding and monetisation.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Key highlights from NVIDIA's GTC 2026 event.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.
AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.
Key highlights from NVIDIA’s latest quarterly earnings call includes the company citing 2026 as an agentic AI inflection point, driving increasing compute demand and revenue generation.
To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.