A discussion on concerns that AI-driven automation, agentic tools, and vibe coding could disrupt traditional software SaaS business models.
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.
Despite strong early-2026 gains, markets continue to underestimate the scale and longevity of Europe’s defense spending cycle.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
Where to find climate adaptation investment opportunities in an era of rising physical risks.
What Trump’s nomination of Kevin Warsh as the next Fed chairman could mean for markets and the future path of monetary policy.
Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
A stabilizing U.S. labor market gives the Fed room to wait and see whether inflation resumes its downward path.
Active vs passive? How a blended approach could work better in global equities