The Advantage of Investing in the Real Economy? You Know It's Real (Natixis IM)
As massive tech valuations, AI hype, and complex financial engineering dominate the headlines of large-cap private…
As massive tech valuations, AI hype, and complex financial engineering dominate the headlines of large-cap private…
The four largest hyperscalers are expected to spend roughly $700 billion on AI capital expenditures this year, a…
Improving earnings prospects, technological leadership and attractive valuations are strengthening the investment…
Strong earnings and economic activity underpinned global equities, while fiscal concerns and tightening policy…