Investment Insights

Article: Beyond the Magnificent Seven—AI’s Ripple Effect
CIO Roundtable

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

June 26, 2024
Article: Power-Hungry AI is a Gamechanger for Utilities
Investment Insights
June 21, 2024
Article: Themes for 2H24 – Volatility is a Ladder
Fixed Income Perspectives
June 20, 2024


Filter and Sort
Filter / Tags
Asset Class
Content Type
Article Series

Excess capital yield: A better framework for value investing

April 18, 2024
After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.
Read More