A potential shift in state and local scrutiny over data centers is just one factor investors should consider when approaching the AI theme.
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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.
Tackling concentration risks in corporate bond indices.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
How power, permitting, and paper could force a more measured AI infrastructure buildout than many investors may be expecting.
Making sense of the gargantuan AI investment cycle requires identifying the revenues needed to generate sufficient returns.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
What rising open model adoption could mean for infrastructure spending, hyperscalers, and AI labs.
Why we think small caps can build on renewed performance strength.
Considering the risks posed by AI to technology and software loans.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.