As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
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.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
Investors questioning the scale of AI CapEx or the theme’s durability need only look to extensive supply bottlenecks to assuage concerns.
Nvidia’s quarterly earnings report demonstrates that the artificial intelligence (AI) supercycle is not just progressing but likely accelerating.
With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.