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This month we discuss the market reaction to perceived political pressure on the Bank of Japan. We also assess Japan’s “AI Basic Plan”; while the strategy’s effectiveness is difficult to gauge at t...
The markets are looking to the future, whilst central banks are looking to the past.
Despite renewed geopolitical tensions and higher energy prices, investors have remained remarkably resilient. With markets looking through near-term risks and focusing instead on resilient growth,...
Emerging markets are rallying on stronger earnings and improving macro conditions, but growing concentration in AI-linked tech is reshaping risks.
Alex Bowles from our offshore partner, Orbis, discusses how the Orbis Optimal SA Fund is finding opportunities in overlooked Japanese companies as AI-driven...
AI has the potential to meaningfully impact individuals and businesses alike, and its scope is only growing wider. But does that translate into value for investors?
Higher earnings forecasts across corporate credit have raised the bar for second-quarter reporting, while AI hyperscaler capital spending is poised to continue to drive the narrative.
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.
Tyler Jayroe, Managing Director, joined the Private Equity Group in 2005. Prior to joining the Group, he worked as an Executive Compensation Consultant for Aon Consulting, where he helped large co...
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