Consider how global mega forces are impacting portfolios
As responsible investment issues and disclosure expectations shift, our approach remains unchanged. We focus on the environmental, social and governance factors that affect long-term company value,...
Artificial Intelligence (AI) investment is challenging the traditional link between interest rates and equity markets. Explore what this shift means for valuations, volatility and diversification.
Recent market action is beginning to reflect improving fundamentals, a move we have anticipated for some time. Towers' critical role in the digital economy supports the long-term opportunity.
Activity cooled in Q3, led by a pullback in later-stage financing, while the number of new funds raised fell to just three.
AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.
While remaining tight-lipped about future policy moves, evidence presented by Chairman Warsh indicates...
One of Asia's defining strengths is its diversity. To understand the breadth of the private equity opportunity, it's worth looking more closely at the dynamics shaping individual markets.
Laura Cooper - Global macro musings
As global data consumption continues to surge, driven by cloud computing, digital services and the rapid expansion and use of artificial intelligence (AI), data centres have become one of the faste...
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