AI Investing: Climbing the Wall of Worry (Jennison Associates)
Mark Baribeau, CFA, Head of Global Equity at Jennison, challenges common misconceptions and shares his views on…
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Physical AI and the New Energy Calculus in Manufacturing (Robeco)
Manufacturing is still dominated by fossil fuels, which makes it highly polluting but also exposed to costly and…
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The Environmental Transition Enters Its Capex Era (Candriam)
The environmental transition is entering a new phase increasingly defined by capital deployment, rather than only…
Cheaper, Smarter and Broader Uses: AI Offers Long Growth (BNP Paribas AM)
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total…
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The AI supercycle
The AI supercycle – investing across the capital stackThis Special Report, sponsored by Nuveen,…
Capital market assumptions and forward-looking insights
This selection of insights offers investors...