Consider how global mega forces are impacting portfolios
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
Risks are evolving, but so are opportunities. Here’s how to take advantage. The war in Iran has delivered an oil shock into a bond market that had not fully shaken inflation pressures. Higher energ...
For disciplined lenders, the opportunity set remains attractive. AI-related disruption, asset valuations and borrower stress have put private credit under a microscope lately. Is this a market faci...
This GIV elaborates on the fragile de-escalation in the Middle East crisis, the faltering momentum in AI, and our economic scenario and investment convictions.
In the second of a two-part series, George Crowdy, Senior Fund Manager at Royal London Asset Management, discusses how Artificial Intelligence can play a meaningful role in creating a more...
In the digital asset market, index rebalancing presents a heightened challenge relative to traditional asset classes. Market capitalizations in digital assets exhibit significantly higher short-ter...
Rising energy prices pushed up inflation, crimping the growth outlook for some regions, but not enough to trigger recessions, in our view. Central bank policy divergence is underway, with the euro...
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