A potential shift in state and local scrutiny over data centers is just one factor investors should consider when approaching the AI theme.
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.
How are greater uncertainty and rising stock dispersion reshaping the opportunity for absolute return?
Tackling concentration risks in corporate bond indices.
European equities remain out of favour, but fundamentals may tell a different story. Nick Sheridan explores value opportunities in overlooked European companies.
Technology decisions are increasingly becoming geopolitical decisions.
How power, permitting, and paper could force a more measured AI infrastructure buildout than many investors may be expecting.
Explore how absolute return strategies and European equities could help investors navigate geopolitical uncertainty, inflation and changing market correlations.
While remaining tight-lipped about future policy moves, evidence presented by Chairman Warsh indicates the Fed is only pausing its hiking cycle.
Have markets misread the opportunities in European large caps?
From Bangkok, the IMF and World Bank meetings point to resilient emerging markets, but diverging conditions make country selectivity increasingly important.
Exploring risks and opportunities among CCC rated bonds.