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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Pharma and Life Science Tools: A Quality Growth Revival (Robeco)
Pharmaceuticals sector equities are emerging from an extended period in which capital has chased hyperscalers and…
Global Industrials: Rebuilding the Physical Economy (Fidelity International)
AI and electrification are increasing demand for physical infrastructure while reshoring, defence and energy…
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