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…
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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 AI Arms Race (ARP)
Is the AI boom beginning to resemble past market bubbles? This month's letter examines the surge in hyperscaler…
Demographics and Technology: A New Frontier of Investment Opportunities at the Crossroads of Population Change and Technological Innovation (Financial Analysts Journal)
While research often separates demographic risks (shrinking labor force) from automation’s displacement effects,…
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