As hyperscalers remain locked in an AI-funding arms race, are we seeing signs of indigestion in credit markets?

The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.

When conviction changes, portfolios should too. We look at the rebalancing discipline behind our CT QR Series Active Equity ETFs and highlight some recent changes in the portfolios.