Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Insights
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity in the AI era.
Nvidia’s quarterly earnings report demonstrates that the artificial intelligence (AI) supercycle is not just progressing but likely accelerating.
A discussion of key themes and investor priorities from Milken Institute’s 2026 Global Conference.
How investors are thinking about AI in terms of financial guidance, advisor use, and as a long-term investment theme.
The Global Technology and Innovation Team traveled to China to learn about the country’s progress in AI models and practical applications.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
Key takeaways from Milken Institute’s 2026 Global Conference, with themes ranging from geopolitical realignment to the broadening set of AI beneficiaries.
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.