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6 February 2026
Equity
Riding the multi-year waves of AI investment
Riding the multi-year waves of AI investment
The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
3 February 2026
Fixed income
In Credit Weekly Snapshot – Fool’s gold
In Credit Weekly Snapshot – Fool’s gold
We’ve seen extraordinary moves in precious metals recently. The same can’t be said for Bitcoin.
2 February 2026
Multi-Asset
Multi asset
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate.
