The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.
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A discussion on concerns that AI-driven automation, agentic tools, and vibe coding could disrupt traditional software SaaS business models.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.