Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.
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.
Why the AI wave’s unique dynamics distinguish it from the dotcom era.
How balanced strategies can help investors stay true to their long-term objectives.
U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Exploring the intricate landscape of Germany's ambitious reform agenda.
AI disruption has sparked debate about the future of software companies, but the reality is more nuanced than the prevailing doom-and-gloom narrative suggests.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.
How corporate efficiency is supporting profitability and earnings growth.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?