The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
Insights
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Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
While the Iran War broadened the range of outcomes across asset classes, the fate of markets now arguably hinges on how the Fed calibrates monetary policy.
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Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Securitised credit has navigated recent market volatility with resilience. We explore the role of diversification, floating rate exposure and active management in today’s environment.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
This paper challenges common misconceptions about emerging markets, highlighting the evolution and long‑term potential of hard currency EM sovereign debt.