The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
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.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
How advisory teams can use AI to improve the quality of their thinking, strengthen collaboration, and challenge assumptions before important decisions ever reach a client.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.
How spread tightness requires a more thorough search for value, even among less loved sectors.
Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.
Exploring the breadth and depth of the fixed income market.
Why we believe investors should actively consider short-duration fixed income.
Our 2026 Investor Survey gauged whether advisors’ use of AI has an impact on clients’ willingness to pay advisory fees.
Geothermal’s potential as a resilient low-carbon energy system.
A look at the factors supporting markets outside the U.S. and where we are seeing opportunities.