AI Capex: How Hyperscalers Turn Data Centers into Returns (Mawer IM)
The four largest hyperscalers are expected to spend roughly $700 billion on AI capital expenditures this year, a…
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The Price of Intelligence (S&P Global)
The artificial intelligence (AI) build-out has reached historically extreme investment intensity and unprecedented…
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The future is now: Direct indexing joins the mainstream (FTSE Russell)
In modern wealth management, personalization at scale and enhanced after-tax returns are highly valued outcomes.…
Asset Allocation Insights - September 2026 (FTSE Russell)
The key takeaway is that strong, broad-based equity earnings counterbalanced by longer-end sovereign yields are…
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