September Investment Insights: AI the Singularity? (Zurich)
AI development continues to drive both stronger economic growth and corporate earnings. Equity markets are…
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Can AI Productivity Grow Fast Enough to Justify Big Tech’s Spending? (Wharton)
New Wharton research finds that Big Tech’s $1 trillion AI bet may require productivity to nearly triple or risk…
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The AI Arms Race (ARP)
Is the AI boom beginning to resemble past market bubbles? This month's letter examines the surge in hyperscaler…
Europe Will Shape the World of 2050 (CEPR)
Much of the debate about 2050 assumes the world's trajectory is already fixed: a rivalry between an incumbent and…
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Register now: Global Fixed Income In Focus: Keep Calm and Keep DiversifyingWhat role should global…
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China's resurgence, active ETFs, and the metals race Explore this selection of high-quality…