Consider how global mega forces are impacting portfolios
China’s low-cost AI strategy is reshaping the race for AI leadership, driven by efficient models, chip innovation and growing enterprise adoption.
Post-incident improvements can create costly coverage gaps in cyber insurance. Understand how policies respond and how to align coverage with risk.
Benefit Street Partners suggests avoiding a SaaSpocalypse requires lenders to look beyond software exposure and assess the durability of a company's competitive moat in an AI-driven world.
Resilient earnings, improving industrial activity and the AI investment cycle should continue to support equities, according to Putnam Equity’s Shep Perkins. But the same forces driving the market...
Asia’s AI and technology sectors may create income opportunities, while a focus on dividends and cash flow can help balance growth potential with concentration and valuation considerations.
Protecting nature is no longer seen as just an environmental challenge, it’s a social one. Our recent work moves the discussion from interconnectedness to consequence, showing why social impacts ar...
To capture the AI growth opportunity today, most investors buy shares of AI-aligned companies and related verticals. But will the same playbook work for agentic AI? Sandy Kaul, Head of Digital Asse...
Moving beyond Narrative: A Fundamental Lens on Digital Assets Digital asset markets have evolved rapidly, but the tools used to evaluate them have not kept pace. Many crypto strategies have histori...
The evolution and future of softwareInvesting Insights from the Sustainable Equity Team
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