Spotlight: AI
Our latest insights on AI
Front of mind
Issues currently moving the markets
Article
View from the markets: Is this the new (old) normal for government bond yields?
Article
Take Two: OECD increases global GDP growth forecast; Nasdaq hits new high
Article
View from the markets: Never stop
Podcast
Is the market underestimating China’s AI potential?
Article
Take Two: Fed and Bank of Japan raise interest rates; Bank of England stays on hold
Article
View from the markets: Déjà vu: What’s next for markets after the latest spike in oil prices?
Portfolio perspectives
Investment strategies and asset allocation
Article
Multi-asset investment views: Staying Alive
Podcast
Europe’s path to strategic autonomy opens new opportunities for bond investors
Article
Monthly Market Views: Strong US growth raises rate risks
Article
AI’s climate challenges and the potential opportunities
Article
Technology outlook: Balancing rapid growth with long-term valuations
Podcast
Investing in environmental solutions: Navigating a new era of resource scarcity
Forward thinking
Trends shaping the future
Article
Bridging the technology gap: How Europe is building its digital infrastructure
Article
Europe: Forging its own way
Article
European defence: Strategic autonomy drives long-term investment potential
Article
European sovereignty: Energy security presents strategic investment advantage
Article
How fixed income investors can potentially capitalise on Europe’s strategic autonomy
Podcast
London Climate Action Week: In the heat of the moment, time to seek concrete solutions