As the artificial-intelligence spotlight shifts its gaze from model training to agentic applications, we believe commodity-component suppliers could get a welcome boost.
Global bond portfolios offer an effective way to manage risk, reduce home country bias and expand potential for long-term performance, often providing a complement to existing exposures.
The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. What might that mean for software equity investors and credit investors and lenders?