The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
NVIDIA assuages investor concerns around the AI bubble.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.