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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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event July 2025
4 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid Fire Questions with Philip Brooks (Part 1)

In part 1 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on market outlook and risks.

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event July 2025
4 min
Video
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Agile approach important amid market desynchronization

Global markets are desynchronizing, with macro volatility and intervention from governments leading to diverging economic outcomes. Increased dispersion may facilitate more frequent rotation on market leaders, as these charts from Alex King and Joshua Riefler help illustrate.

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event July 2025
5 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Facing a new economic reality

We summarize our 2025 mid-year outlooks.

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event July 2025
5 min
Article
2026-08-31
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Japan’s banking sector outlook: Alpha up ahead?

Olivia Hurley and Rie Kimoto explore Japan's banking sector, highlighting regional banks' undervaluation and M&A opportunities driven by regulatory changes and demographic shifts.

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event July 2025
4 min
Article
2026-06-30
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Still opportunities in European equities? Positioning is key

Macro Strategist Nicolas Wylenzek revisits the case for European equities and discusses why positioning can help optimise exposure to Europe’s accelerating regime change.

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event July 2025
5 min
Article
2026-07-31
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10 reasons why China could be the next rerating story

Portfolio Manager Bo Meunier, Investment Director Irmak Surenkok and Investment Specialist Gilbert Chen set out 10 reasons why China could be the next rerating story to watch.

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event June 2025
6 min
Article
2026-06-30
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New regime, new reality: Time to adapt?

Explore our latest views on risks and opportunities across the global capital markets.

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event June 2025
Article
2026-06-30
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Beyond US exceptionalism: where now for equities?

It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.

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event June 2025
6 min
Article
2026-06-30
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Where to turn in an uncertain market

Nick Samoulihan explores strategies for navigating today's markets, emphasizing quality equities, strategic bond selection, and high-yield opportunities to balance risk and growth potential.

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event June 2025
5 min
Article
2026-07-31
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