Insights
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As volatility rises, staying invested is a strategic priority for capturing long-term return potential in a broadening market.
Risk management is being put to the test in 2025. How can equity portfolio teams cope with multiple hazards across equity markets this year?
In short-tempered markets, taking a long view can help investors maintain confidence.
The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
Natural language processing can give investment managers an early warning about negative ESG news.
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
Systematic fixed-income investing is attracting increased attention but needs specialist skills and resources. Does your manager have what it takes?
Emerging-market stocks are showing signs of life amid hints of earnings improvements. Where should investors look?
There’s more to artificial intelligence (AI) than the US tech giants. Equity investors can find overlooked opportunities in emerging-market companies.
Despite narrow market concentration, we see opportunities in high-quality stocks that haven’t yet been rewarded.
A richer dialogue between human experts and large language models may improve outcomes.
From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.
Technological disruption creates opportunity—and volatility. But there are ways to capture AI innovation while managing risk.