Consider how global mega forces are impacting portfolios
Though unpopular in the media, the recent UK budget seemed to calm financial markets. It also helped UK bank share price performance and may shed light on the popular themes of gold and AI.
Recent AI-related volatility across risk markets mixes signal with noise. The more important task is to recognize that we are in a multiyear buildout and to invest with that sequencing in mind.
By collaborating more closely with sustainability teams and using data-driven insights, risk professionals can shape resilience and help protect long-term business value.
US utilities are entering a major growth cycle, fueled by surging power demand from AI and electrification, with data centers driving sector transformation.
China aims to focus on high-quality, innovation-led development to drive economic growth.
How European employers can advance accessibility, inclusion and wellbeing for all.
Having placed artificial intelligence at the centre of its own economic strategy, China is driving efforts to create an international system to govern the technology’s use.
Policy support, AI innovation, and profitability are extending the U.S. cycle, but not without risk.
In November, Japan’s equity market diverged as the TOPIX rose by 1.40% while the Nikkei 225 fell by 4.12%. Negative effects from a pullback in U.S. tech stocks were felt by AI and semiconductor-rel...
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