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Is AI the new China? Three lessons for investors
We examine how AI could reshape the global economy and expand the investment opportunity set well beyond the technology sector. Drawing lessons from China’s rise, we explore where opportunities may emerge — and why investors will need to stay nimble as market leadership shifts.
Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
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