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Markteinblicke
Markteinblicke
Midyear global outlook: AI vs geopolitics
This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-more contested geopolitical order.
4 min read
by
Emiel van den Heiligenberg
AA Outlook Q2 2024: Something's gotta give
AA Outlook Q2 2024: Something's gotta give
5 min read
AI boom, geopolitical tensions: How unconstrained fixed income strategies are navigating volatile markets
L&G’s Matthew Rees explains how flexible approaches are uncovering opportunities in hyperscaler debt, utilities and other long-term growth sectors
5 min read
AA Outlook Q2 2024: Something's gotta give
AA Outlook Q2 2024: Something's gotta give
5 min read
Doing things differently: Unconstrained investing in the age of AI
We explore why we believe unconstrained strategies can take a differentiated approach to identify potential AI investment opportunities.
3 min read
by
Tom Farrington & Joshua Goodey
Q2 2026 Asset Allocation outlook: Adapting to uncertainty
The conflict in the Middle East has raised profound and unsettling questions about geopolitical and commodity market stability.
3 min read
by
Christopher Jeffery
AA Outlook Q2 2024: Something's gotta give
AA Outlook Q2 2024: Something's gotta give
3 min read
by
Colin Reedie
Why is this oil shock different?
How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes.
3 min read
by
Colin Reedie
AA Outlook Q2 2024: Something's gotta give
AA Outlook Q2 2024: Something's gotta give
3 min read
by
Colin Reedie
Go global: how AI is reshaping fixed income markets
Why we believe using a global lens matters when capturing potential AI opportunities within fixed income markets.
by
Tom Farrington & Joshua Goodey
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