The step change that means AI will have a larger impact on the economy much sooner than expected.
No one really expected the US Federal Reserve to move rates this week and the bank kept its target range at 3.5% – 3.75%. The main focus was on any debate within the committee and the scale of any...
As expected, the Monetary Policy Committee (MPC) of the Bank of England (BoE) voted to hold bank rate at 3.75%. There was one dissent, with chief economist Huw Pill voting for a rate rise.
This month’s chart highlights the remarkable resilience of China’s exports, which continued to provide solid support to GDP growth in 2025, and appear poised to do so again in 2026.
Earnings growth powers markets to fresh highs
China’s AI landscape is entering a new phase marked by a rapid transition from chat-only AI to autonomous and productive “Agentic AI”—systems capable of executing multi step tasks autonomously.
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the April US Federal Reserve (Fed) meeting, what the split votes and dissents mean for decision...
How are we thinking about the capital markets? Learn more.
How can medical technology companies diversify an equity allocation to healthcare? Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace...
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