Our EM Equity team discusses humanoid robots, which are emerging as one of the most visible and potentially scalable applications of the AI trend.
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance.
Resilient fundamentals and attractive relative value beyond Treasuries.
China’s AI models raise questions about US models’ pricing, spending and valuations. We examine why we favour hyperscalers and semiconductor firms as winners of the next AI phase.
In this episode of Dollars and Sense, we discuss how securitised credit can diversify portfolios and deliver resilient fixed income returns.
Our monthly chartbook on key economic themes.
Royal London Asset Management is one of the UK’s leading investment companies, managing assets on behalf of a wide range of institutional and wholesale clients in the UK and internationally.
Agentic AI can transform investment research by improving idea discovery, validation and institutional memory while humans retain judgment.
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