268: AI’s latest frontiers: An Investor’s Per...

Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was once viewed as a niche or even overlooked sector is now emerg ...  Show more

Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy, infrastructure, labor, and capital. As investors navigate an increasingly complex landscape, the debate has shifted from AI's potential to t ...  Show more

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatili ...

Wei Li, BlackRock Global Chief Investment Strategist, shares why we think 2023 stressed the value of adapting to a new volatile macro regime, and leveraging investment insight and structural forces to find opportunities.

General disclosure: Th ...

In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses.  They delve into the key driver ...

We believe economies are undergoing a transformation that could keep shifting the long-term economic trend. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, discusses why transformation calls for adding new portfolio diversifiers like bitcoi ...