Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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China’s AI sector is entering a pivotal phase in 2026, driven by mass adoption campaigns, rapid progress in agentic models, and a pragmatic approach to funding and monetisation.
Key highlights from NVIDIA's GTC 2026 event.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.
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.
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.