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.
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.
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.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.
To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector
Autonomous vehicle (AV) technology is rapidly advancing, and the market opportunity could be substantial.
The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.