Cybersecurity’s evolution into critical AI infrastructure.
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.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Can NVIDIA convince the markets that it deserves more recognition for its potential for longer-term sustainable growth and continued innovation?
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
Rising AI use cases, token volumes and compute efficiency gains married with falling compute costs are driving tech giants to invest at unprecedented scale.
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.