Consider how global mega forces are impacting portfolios
AI spending is lifting growth now, but productivity must carry it forward. AI infrastructure spending is driving record equity market raisings and has lifted expectations for long-term GDP growth i...
Cybersecurity’s evolution into critical AI infrastructure.
Global growth steadies as inflation risks persist, with AI-driven demand, geopolitics, and policy uncertainty shaping outlooks across major economies and markets.
Key Takeaways Private equity portfolios built around large buyouts and co-investments may need rebalancing in an environment that increasingly rewards smaller companies with greater potential to g...
A holistic approach may help navigate the diverse, dynamic world of fixed-income opportunities. Insurance investors face a broader opportunity set than ever across public and private credit—from c...
South Korea has experienced strong market swings in recent weeks, as the AI trade has come under pressure at a global level.
A fading energy shock drove developed market rates lower, even as US personal consumption expenditure (PCE) inflation surprised on the upside at 4.07% y/y, with artificial intelligence (AI)-related...
As China develops an increasingly independent AI ecosystem, new investment opportunities are emerging across software, semiconductors, and digital infrastructure.
Drug development is costly and often failure-prone. AI can help screen out weak candidates earlier, but only if the data is strong.
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