TECHNOLOGY AND AI
AI’s next chapter: Beyond the tech giants
Earnings opportunities are shifting from a narrow set of leaders to the...
Five shifts reshaping markets
The old investment order is giving way to one that is more fragmented,...
Can AI deliver lasting growth?
AI spending is lifting growth now, but productivity must carry it forward....
The vital shifts reshaping European wealth management
Changing consumer preferences are disrupting and transforming the industry...
Short on oil, shorter on compute power
While the full impact of supply chain disruption may still lie ahead, Polar...
Looking beyond AI's leaders
Artemis examines where investors may find opportunities as AI adoption...
2026 Midyear Outlook: Investing through uncertainty
Capital Group's latest Outlook report offers actionable insights into global...
Financial advisers remain optimistic about growth prospects
Faced with a fragile macroeconomic environment, a global energy shock,...
Defence 2.0: How drones and cyber are reshaping investments
Cyber security is now part of the defence story, as modern militaries rely...
Compass Group: When controversy creates value
By focusing on cash flows, end-market exposures and valuation, Redwheel's...
Investing for change: Client strategies and concern
Deutsche Bank's new report discusses the results of its extensive annual...
Is it time to reassess your global passive exposure?
Artemis examines the potential risks associated with over-reliance on market-cap-weighted...
