AI

This year alone, markets have absorbed geopolitical conflict, volatile energy prices, fiscal concerns, changing expectations for central banks and persistent questions over whether AI is fueling a productivity revolution, or the next bubble.

Analyses LSEG datasets

Finimize Modern Investor Pulse

Diversification under threat

SMT Digital Conference 2026

After several years of debate over whether AI’s potential was being overstated or whether we were witnessing the emergence of a genuinely transformational technology, it is now increasingly clear large language models (LLMs) represent a meaningful leap...

Earnings momentum improving

In partnership with Paul Harper Search

It has been five years since the last James Bond film came out. I remember clearly the emotion of going to see it at the cinema for the first time after Covid. I cried at the end.

Portfolio Thinking unveils Edge