投资观点
我们对塑造当今投资环境的主题的最新分析。探索来自我们专家的时事趋势、季度专题和深入分析。
生成式AI持续增长的潜力无疑令人振奋,但预期和估值需要切合实际情况,这有助投资者识别该技术演进的真正受惠者。
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.
Yields on U.S. corporate credit have reverted to levels not seen since before the Global Financial Crisis, providing attractive opportunities.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
Investors increasingly recognise gender pay gap reporting as a critical measure of a company's long-term viability and ethical standing.