Investment Insights - Page 47

Video: Invest in transformational innovation: AI, power and resources, & longevity Artificial intelligenceOur investment framework divides the artificial intelligence (AI) ecosystem into three distinct layers: enabling, intelligence, and application. The enabling layer

As the global energy landscape evolves, financial investors and corporates are navigating the complexities of the energy transition. This transformation offers significant investment opportunities, driven by the need to enhance energy efficiency,

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

Banks still lend, but more selectively. A bank might refuse to make a loan above a certain multiple of a company’s earnings before interest, taxes, depreciation and amortization. These restrictions are often

For years, investors were penalized for higher allocations to non-US stocks in a US-dominated market. Now, the tables may be turning. The US is coming off a period of remarkable equity-market dominance.

Yanni Angelakos, Head of Investment Insights, Nasdaq Capital Access Platforms Mike Cho, CFA, Senior Research Analyst, Nasdaq Capital Access Platforms Tony Kristic, Senior Research Analyst, Nasdaq Capital Access Platforms Key Points: Upside

We believe the next phase of the investing cycle will be shaped less by short-term macro fluctuations and more by durable structural forces. Historically, disciplined deployment pacing and proactive monetization, rather than

Banks still lend, but more selectively. A bank might refuse to make a loan above a certain multiple of a company’s earnings before interest, taxes, depreciation and amortization. These restrictions are often

Emerging-market (EM) corporates have a track record of resilience across market cycles. For over a decade, EM corporate bonds have allowed for participation in rising markets, while exposing investors to less downside

However, we are now seeing transaction volumes start to build. Buyers and sellers are moving closer on pricing expectations as a wide group of property owners come under more pressure to sell