Thematic and Structural Investing
Nvidia introduces a transformative approach to funding AI compute as a valuable, long-term infrastructure asset, engaging major financial institutions to mobilise over $500 billion,…
According to Gartner’s latest survey, CFOs are prioritising increased investments in technology, sales, and AI…
Chief executives across major industries are commitmenting billions of dollars and significant infrastructure to embed…
Strong earnings reports from Palantir and Teradyne highlight escalating demand for AI infrastructure, signalling a…
A wave of selling across Asian markets, sparked by new AI developments from US firms,…
As hedge funds embrace advanced data science and AI, 2026 witnesses a paradigm shift towards…
As Europe’s focus on strategic autonomy intensifies amid shifting US-European military posture, the continent’s commercial…
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