The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
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.
AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
The unfolding geopolitical crisis lays bare the challenges central banks face when managing economic growth and inflation expectations.
Demand for artificial intelligence (AI) compute is still running well ahead of supply despite recent capacity additions.
Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Can fiscal stimulus continue to drive markets in 2026? The Market GPS Multi-Asset Quarterly highlights some of today's key market factors.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
Why managed care stocks lagged in 2025 and how improved visibility and lower expectations are reshaping the outlook for 2026.
Considering how a tentative U.S.-Iran ceasefire could impact oil prices and energy stocks.