Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
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.
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.
Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.
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.
In his 2026 outlook, Jeremiah Buckley discusses how AI infrastructure spending and productivity gains could help support continued economic and earnings growth.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.