artificial intelligence

Global equity funds bet on healthcare as 'AI short in disguise'

Equities

Global equity funds bet on healthcare as 'AI short in disguise'

Earnings momentum improving

clock 16 September 2026 • 4 min read
Global share buybacks jump 26.8% to $572bn as technology overtakes financials

Equities

Global share buybacks jump 26.8% to $572bn as technology overtakes financials

Janus Henderson research

clock 15 September 2026 • 3 min read
Evenlode's Chris Elliott: AI narrative creates generational opportunity in quality stocks

Equities

Evenlode's Chris Elliott: AI narrative creates generational opportunity in quality stocks

The extraordinary performance of a narrow group of AI-linked companies has been impossible to ignore.

clock 03 September 2026 • 5 min read
Schroders' Martin Coucke: How to play the AI narrative in the public credit market

Technology

Schroders' Martin Coucke: How to play the AI narrative in the public credit market

Different hurdles from equity investors

clock 25 August 2026 • 4 min read
Younger investors much more bullish on global markets than older cohorts

UK

Younger investors much more bullish on global markets than older cohorts

Charles Schwab UK survey

clock 24 August 2026 • 1 min read
Harry Waight: Luxury brands will be among AI's unlikely winners

Equities

Harry Waight: Luxury brands will be among AI's unlikely winners

Where AI cannot commoditise

clock 21 August 2026 • 4 min read
Majority of asset managers believe AI will enhance job security

Asset Managers

Majority of asset managers believe AI will enhance job security

Clearwater Analytics research

clock 19 August 2026 • 1 min read
Jennison Associates' Mark Baribeau: Dispelling five AI fear factors

Equities

Jennison Associates' Mark Baribeau: Dispelling five AI fear factors

'Wall of worry'

clock 14 August 2026 • 4 min read
Anthropic investors eye $2trn valuation to eclipse SpaceX record – reports

Companies

Anthropic investors eye $2trn valuation to eclipse SpaceX record – reports

Revenues to spike tenfold in 2026

clock 13 August 2026 • 1 min read
Asset managers' concerns grow as AI becomes more embedded

Technology

Asset managers' concerns grow as AI becomes more embedded

64% worried about implementation costs

clock 12 August 2026 • 1 min read
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