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Artificial Intelligence could bring big productivity boosts across industries. Being able to reliably identify long-term winners and losers is a different matter altogether.
From both a market and a political perspective, the “news” that Fitch now rates United States' long-term ratings as 'AA+' contained no new information and is likely to have very little direct market impact.
We draw some broad lessons from Spain’s inconclusive elections on how to think about politics in Southern Europe since the 2008 global financial crisis.
By: Christian Scherrmann
Labor market dynamics might need longer to adjust than disinflation suggests
By: David Bianco
Growth at any price?: Tech investors pay 1999 growth premiums again
By: Paul Kelly
Global Head of Alternatives | Paul Kelly
Nasdaq adjusting the weights of its index because the Big 7 have become too big. This is not only bad for investors, but also the free market.
Why we think there might still be excess savings left, even among U.S. households, to keep the global economy rolling for a little longer.
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
Europe's retail sector was shaken up by Covid but we see good grounds to believe it is stabilizing, helping European economies in 2H23 along with a growing service sector.
By: Björn Jesch
Our monthly market analysis and positioning
To be politically sustainable, transparency, inclusivity, and fairness must underpin further reforms in Greece, restoring confidence not just among foreign investors.
Artificial intelligence is likely to prove one of the most consequential developments to emerge during our professional lives as asset managers.
Next week the ECB's balance sheet will shrink by over 6%. Further reduction will take place much more slowly – with uncertain consequences for the markets.
Capex: A corporate confidence signal
