Consider how global mega forces are impacting portfolios
Five themes reshaping alternative assets — from AI infrastructure and private credit to energy security. Download the Nuveen nPOWE...
David Wright, Head of Quantitative Investments at Pictet Asset Management, details the recent advances in AI that are helping quantitative strategies to evolve into the next generation of investment.
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Our EM Equity team discusses humanoid robots, which are emerging as one of the most visible and potentially scalable applications of the AI trend.
China’s AI models raise questions about US models’ pricing, spending and valuations. We examine why we favour hyperscalers and semiconductor firms as winners of the next AI phase.
Agentic AI can transform investment research by improving idea discovery, validation and institutional memory while humans retain judgment.
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...
Treasury yields have risen amid inflation, government debt concerns and AI-driven investment. Capital Group portfolio managers explain what higher rates could mean for stocks, bonds and the economy.
Higher inflation has been a dominant theme of the current decade. In addition to price shocks, it is being shaped by secular investment trends in infrastructure, defense spending, onshoring and the...
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