Investment Insights - Page 45

We believe AI has the potential to significantly alter both the economic and investment landscape. The headline contribution to activity so far largely reflects capacity build-out rather than broad-based productivity improvements.

For investors, AI enablers have important implications for market volatility. Recently, concerns about software disruptions, monetization of escalating capex intensity and a possible AI bubble have buffeted flagship US AI megacaps. At

In this video I discuss an increasingly important framework for institutional investing: the Total Portfolio Approach, or TPA which is the subject of our latest paper. At its core, TPA reflects a

Disclaimer This communication is general in nature and provided for information/educational purposes only. It does not take into account any specific investment objectives, the financial situation or particular needs of any particular

For investors, AI enablers have important implications for market volatility. Recently, concerns about software disruptions, monetization of escalating capex intensity and a possible AI bubble have buffeted flagship US AI megacaps. At

Everything about Charlie Watts, of Rolling Stones fame, was unlikely. He was the drummer of The Rolling Stones from 1963 until his death in 2021 at age 80! Active for over six

Consistent with this reality, we have had ongoing discussions with a growing number of clients, both large and small, about how to improve the likelihood of achieving their portfolio objectives. Increasingly of

Recent months have seen an extraordinary move in gold and other precious metals. It’s often said that markets can’t price geopolitics — but early 2026 is a reminder that sometimes they appear

Company Logo Key opportunities include the adoption of AI-driven insights, integrated risk management, ESG-focused value creation, and cloud-based platforms. Growth is fueled by digital transformation, real-time portfolio monitoring, and demand for sustainability