Key highlights from NVIDIA’s latest quarterly earnings call includes the company citing 2026 as an agentic AI inflection point, driving increasing compute demand and revenue generation.
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.
Hong Kong’s residential property market is in a recovery phase driven by supportive macro conditions, stronger household balance sheets, and renewed demand.
Ongoing reforms in Japan and South Korea could turn governance into a durable competitive advantage and catalyst for a re-rating of these markets.
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
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
Why the market may be overpaying for growth, and how a shifting market structure creates both risks and opportunities for fundamental investors.
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
After attending the sector’s flagship conference, we come away with strengthened conviction in the constructive backdrop shaping healthcare in 2026.
What the historic victory for the LDP party means for investors in Japanese stocks.
Autonomous vehicle (AV) technology is rapidly advancing, and the market opportunity could be substantial.
Strong fundamentals, improving market dynamics, and rising investor demand for diversification position real estate for a re-rating in 2026.