What Increased Index Concentration Means for Active Investors (Robeco)
Mega-cap dominance has reshaped the landscape of active investing, creating both opportunities and risks. While…
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Stock Market Outlook: AI Leads a Broadening Market (Capital Group)
Capital Group portfolio managers share their views on artificial intelligence, a capital spending super cycle and…
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Can Listed U.S. Companies Sustain Earnings Growth? (Meketa)
This research note provides an overview of some variables that have historically been associated with earnings…
The New Jedi Order: Global Chip War and the Semiconductor Industry (Allianz)
The chip market generated almost USD700bn of revenue last year, up by +21% y/y, and is expected to record a CAGR…
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