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AI agents: why 2025 rewrote the AI timeline
  • 23 hours ago

The step change that means AI will have a larger impact on the economy much sooner than expected.

Central bank updates: on hold as uncertainty heightens
  • 23 hours ago

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...

Central banks update: Fed on hold with less easing bias, ECB on track for hike in June, BoE on hold with potential insurance hike ahead
  • 23 hours ago

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.

Chart of the Month: May 2026
  • 23 hours ago

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 Strength Overshadows Gulf Stalemate
  • 23 hours ago

Earnings growth powers markets to fresh highs

By MFS In Equities
Embracing China’s agentic AI era
  • 23 hours ago

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.

Fed Wrap – Split Fed see economic uncertainty
  • 23 hours ago

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...

Flash Macro: Market Update
  • 23 hours ago

How are we thinking about the capital markets? Learn more.

Medical Technology Stocks: Innovation Endures as Valuations Reset
  • 23 hours ago

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...