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Disrupting the disruptors: China’s challenge to US AI
Macro Strategist Johnny Yu explores whether China’s rapid advances in AI could pose a challenge to current market consensus and what it may mean for investors longer term.
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Article
2027-08-31
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How is AI transforming the macro outlook? Three potential scenarios
Macro Strategists John Butler and Eoin O’Callaghan explore how AI is transforming the macro outlook and outline three potential scenarios with very different investment implications.
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6 min
Article
2027-06-04
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Approach AI with an open mind
Our experts profile how accelerating AI, infrastructure demand, software disruption, and labor impacts may reshape risks and opportunities across global markets.
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6 min
Article
2027-05-31
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Article
4 min
Market disruptions
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The economy needs more competition. AI can make that happen.
Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.
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4 min
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2027-03-25
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Equity
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How to reposition equity portfolios for recurring AI disruption
With a growing range of industries hit by sell-offs, Multi-Asset Strategist Nanette Abuhoff Jacobson explores how to reposition equity portfolios for recurring AI disruption.
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2027-03-01
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8 min
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Financing the AI boom: credit markets at a crossroads
Fixed Income Portfolio Manager Derek Hynes and Fixed Income Investment Specialist Will Prentis examine how the AI financing boom is transforming credit markets and discuss the opportunities and risks it creates for investors.
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8 min
Article
2026-12-10
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14 min
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The rising tide of AI: How it could lift US productivity, growth, and profits
From an economic and market standpoint, a lot is riding on the future of artificial intelligence. Macro Strategist Juhi Dhawan sees plenty of reasons for excitement but also a need for patience along the way.
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14 min
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2026-12-31
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3 min
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Chart in Focus: Is AI a bubble, or is it driving real market value?
AI isn't just about the hype. Our experts explain why this innovation is driving real market value and lay out the investment implications.
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3 min
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2026-12-31
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Chart in focus: What tech in 2000 teaches us about tomorrow
In this Chart in Focus, Equity Strategist Andrew Heiskell illustrates what 2000s tech can teach us about AI and innovation today and tomorrow.
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3 min
Article
2026-11-30
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10 min
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Evaluating human capital management amid AI adoption: A guide for investors
This guide explores the critical role of HCM in maximizing AI's potential benefits, from productivity to innovation. Wellington ESG analyst Caroline Conway also provides targeted engagement questions to ask management teams as they navigate their AI journey.
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10 min
Article
2026-09-04
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Five ways to find opportunity in a new world (dis)order
Geopolitical Strategist Thomas Mucha analyzes the investment implications of five global themes that speak to the need for strategic adaptation in a turbulent world.
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4 min
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2026-10-31
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AI and national security: What markets are missing
Geopolitical Strategist Thomas Mucha analyzes the role of AI in shifting national security dynamics and its influence on future investment strategies.
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5 min
Article
2026-09-30
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AI isn’t like other tech cycles — and investors may need a new approach
AI may dominate headlines and strategy decks but people may still be underestimating its potential for disruption. What makes AI so different to other tech cycles?
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4 min
Article
2026-07-31
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4 min
Private investing
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Building the future: Advances in AI infrastructure for autonomous agents
Van Jones highlights AI infrastructure advancements, emphasizing emerging protocols and data solutions for autonomous agents driving innovation and connectivity.
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4 min
Article
2026-05-28
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Video
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Artificial intelligence (AI)
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Investment Grade Private Credit
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The intersection of AI and private credit
Our private credit experts highlight AI's influence on asset class’s market growth, emphasizing how investments in infrastructure like data centers has the potential to drive long-term market opportunity.
Multiple authors
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4 min
Video
2026-06-30
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