Global Equities
AI Capital Cycle: Broadening Opportunity, Rising Selectivity
As the AI cycle matures, emerging constraints across compute, infrastructure, and capital could have broader implications for economic growth, financial conditions, corporate earnings, and asset returns
Join our Global Focused Growth Equity team as they discuss how they are navigating a more selective phase of the AI capital cycle and what it could mean for investors.
From the Field
Title: Sixth Annual Defined Contribution Consultant Study
Title: Sixth Annual Defined Contribution Consultant Study
Explore how leading consultants and advisors view evolving retirement plan trends, including:
- Investment menus, personalization, and retirement income
- Growing expectations for private credit and private equity
- Active or passive? The answer increasingly depends on the asset class
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- Aug 2026
- Fixed Income
- Article
Profits, policy, and capital scarcity: The new credit market regime
What it means for credit markets as the private sector absorbs a growing supply of...
- Jul 2026
- Fixed Income
- Article
The U.S. dollar: Near-term tailwinds, long-term headwinds
Near-term tailwinds may support the U.S. dollar, but longer-term structural pressures...
- Jul 2026
- Markets and Economy
- Article
The Analyst Spotlight — Beyond the Oil Price: Where the Energy Cycle Turns Next
Look beyond oil prices to where the next energy cycle may turn.
INVESTMENT INSIGHTS
Global Asset Allocation Viewpoints
- August 2026 · Equity
- Video
Why investors should prioritize durable growth when the market does not
The magnitude of earnings growth matters, but so does staying power.
- May 2026 · In the Loop
- Video
What does the war in Iran mean for energy in the medium term?
FIXED INCOME INSIGHTS
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