TECHNOLOGY AND AI
Why AI creates a stronger case for active stock selection, not a weaker one
L&G's Active Equities team sets out how AI-driven dispersion within sectors...
From asset-light to AI-heavy: Why big tech's $700bn capex shift matters for infrastructure allocations
UBS Asset Management sets out the case for a broad capital expenditure...
Hyperscalers are reshaping corporate bond markets to fund AI infrastructure
Giant tech companies are increasingly turning to international markets...
Global growth expected to slow to 2.5%, says Allianz
As the Middle East conflict de-escalates – despite temporary flare-ups...
Ten truths defining the AI era
Morgan Stanley's latest Big Picture article covers ten investment truths...
What’s hiding beneath US equities' headline returns?
Investors who look below the surface may discover opportunities beyond...
Europe’s AI sovereignty needs an infrastructure backbone, says WisdomTree
AI sovereignty is turning into a physical build-out challenge for Europe....
The AI paradox: From carbon cost to climate dividend?
AI is energy-intensive, but it could also, over time, lower emissions by...
Why conventional insurance is struggling to keep pace with AI-driven data centre growth
Aon's Brian Hearst sets out how fragmented coverage across construction...
Does AI raise or lower neutral rates?
Macro Signposts highlights takeaways from the data analysis conducted by...
Investment Outlook: Investors and firms just can’t get enough of AI
Evelyn Partners' monthly round-up of global markets and trends
As the first half of the year ends, what’s Rathbones' assessment?
The closure of the Strait of Hormuz kept inflation high in the first half...
