Commercial development and adoption of autonomous driving is being driven by accelerating AI advancements.
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.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
Where we see revenue streams emerging and broadening the AI ecosystem’s opportunity set.
Innovation in reasoning models is driving a pivot in AI infrastructure demand.
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Trump’s latest semiconductor restrictions are advancing the shift towards AI chip deglobalisation.
A discussion on how tariffs will impact the technology sector.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
The importance of fundamental research in an environment where stock market dispersion is increasing.
What are the benefits of an active fund approach to investing in tech stocks compared to picking individual stocks?