Consider how global mega forces are impacting portfolios
Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?
Discover how AI is transforming wealth management by helping advisors deliver personalised advice, improve efficiency and strengthen client relationships.
Explore how AI is transforming the funds industry, from asset management and regulation to governance, data quality and operational efficiency.
July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasing...
As AI spending rises, investors are looking beyond earnings growth to free cash flow, rewarding companies and sectors that can demonstrate capital efficiency.
Explore the key drivers of global markets in July, from geopolitical developments and the AI investment cycle to changing investor sentiment and the outlook for inflation and interest rates.
Investors questioning the scale of AI CapEx or the theme’s durability need only look to extensive supply bottlenecks to assuage concerns.
In July, Japanese equities delivered mixed performance as the TOPIX rose 0.2%, marking a fourth consecutive monthly gain and closing above 4,000 points for the first time, while the Nikkei 225 fell...
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