Investment implications of Jensen Huang’s departure from Nvidia.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Recent volatility in biotech stocks and a shifting healthcare policy outlook reinforce the importance of focusing on fundamentals rather than short-term market moves.
A potential shift in state and local scrutiny over data centers is just one factor investors should consider when approaching the AI theme.
With technology stocks under pressure in recent weeks, Alison Porter discusses the recent hyperscaler results.
Explore how climate and nature risks can affect company valuations, investment decisions and financial analysis, and why material risk does not always mean avoidance.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Explore how absolute return strategies and European equities could help investors navigate geopolitical uncertainty, inflation and changing market correlations.
Discover how synthetic and physical ETFs differ, why synthetic replication can be more efficient for US equity exposure, and what drives the costs investors pay.
While elections have consequences, during a period in which AI has the potential to reconfigure the global economy, investors should maintain a long-term view.
The path to Lula’s surprise victory in Brazil’s presidential election was paved with economic promises that, if instituted, stand to worsen an already challenging fiscal backdrop.
Making sense of the gargantuan AI investment cycle requires identifying the revenues needed to generate sufficient returns.