Will Markets Remain Resilient with Yields above 5%? (Amundi)
AI, digital infrastructure, power generation, the energy transition, defence, strategic autonomy and public…
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Hyperscalers and the AI Buildout (Fisher Investments)
While hyperscaler financials remain in generally good shape, high-and-rising expectations along with growing risks…
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Examining EM Asia Through a Sector Lens (MSCI)
Companies with an AI-value-chain score above 10% make up 59% of the MSCI EM Asia Index's weight, and this exposure…
U.S. Midterm Elections May Be Closer Than Expected (Capital Group)
Capital Group explores the potential outcome of the elections and what it could mean for investors.
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