Consider how global mega forces are impacting portfolios
The boom in artificial intelligence is creating exciting growth opportunities but also risks. We examine the geopolitical and cyber threats involved with this emerging technology.
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Mirova’s approach in Emerging Markets
Explore 4 themes shaping allocator portfolios in 2026 AI infrastructure, tokenisation, climate tech, and multi-generational investing.
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
How policy reform, expanding capital markets, and rapid adoption of technologies such as AI are reshaping growth drivers across Gulf region equities.
Apollo Co-President John Zito recently joined CNBC's Squawk on the Street to discuss AI-driven disruption in the software sector, Apollo's disciplined approach to capital deployment amid a volatile...
AI and data centres are reshaping electricity demand, creating both powerful growth opportunities and complex challenges for utilities. In this video interview, Rebecca Sherlock, Portfolio Manager...
We can’t know which AI companies will bloom, but Anthropic’s culture inspires confidence.
Copyright © 2026 Markets Recon. All Rights Reserved.
