Consider how global mega forces are impacting portfolios
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
ClearBridge Investments: AI-driven demand is creating pricing power across the technology supply chain, presenting opportunities for select industry leaders while requiring active management to nav...
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
MarketVector
A review of the week’s top global economic and capital markets news.
William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kev...
Risks are evolving, but so are opportunities. Here’s how to take advantage. The war in Iran has delivered an oil shock into a bond market that had not fully shaken inflation pressures. Higher energ...
For disciplined lenders, the opportunity set remains attractive. AI-related disruption, asset valuations and borrower stress have put private credit under a microscope lately. Is this a market faci...
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