Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
Investment Process
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European Securitisation Reforms: Insights for Insurers (Amundi)
In this article, Amundi highlights how the proposed European securitisation reforms are set to unlock capital-…
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Echoes: How to Avoid Being Left in Freefall when a Bubble Bursts (Natixis IM)
Harris l Oakmark CIO, Bill Nygren, explains how fears about today’s AI-driven tech bubble compares to the dotcom…
Echoes: Pattern Recognition Works until History Fails to Repeat Itself (Natixis IM)
Sanjay Ayer, PM at California-based WCM Investment Managers, describes how the Covid pandemic reinforced many of…
Defence and ESG: A Strategic Shift in a Fragmented World (Fidelity International)
Geopolitical tensions and evolving security priorities have pushed defence up the investment agenda, challenging…
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