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Investors must determine what the AI capital-spending surge means for long-term business durability. Quality investing has always been rooted in a simple idea: over time, shares of companies with r...
Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves,...
AI leadership has left many stocks moving to a different rhythm. Investors should tune in. Something unusual is happening in the US equity market. AI infrastructure winners continue to power marke...
The US dollar led G10 currencies in June on resilient growth and higher yields, but softer payrolls may slow momentum.
As business leaders review midyear performance, boards and executives note ongoing volatility across geopolitics, AI and new technologies, economics, and people risk.
Japan has spent the past year as one of the developed world’s most out-of-favour government bond markets. While Japanese government bonds (JGBs) have recently outperformed, it remains to be seen wh...
Bank of Canada holds rates at 2.25%, signaling confidence in the economy and a wait-and-see approach amid trade, inflation, and geopolitical risks.
June retail sales showed healthy growth despite falling prices, though diverging inflation measures complicate the Fed's policy outlook.
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