Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about opportunities in and around AI?

3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US equities upgrade. Learn more in “S&P 500 EPS: a key pillar for the bull market”.

Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors manage risks, and spot the next big opportunity?

Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a defining force in global markets, why are biopharmaceuticals and medical innovation emerging as key drivers of portfolio strategy?

Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more effective and shaping how we spend time online.

As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or mortgage rates? Where are the potential vulnerabilities? 

As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?

The Federal Reserve’s September meeting has wrapped and investors are watching closely for what comes next. How will the Fed’s decision to cut rates impact markets and the economy? Plus, can this equity rally continue?

2Q25 earnings season is over. With profits beating estimates, what drove results, and what are our key takeaways for the second half of the year?

In the heart of New York, Central Park stays serene, and so do the markets. What explains this calm amid uncertainty, tariffs, and shifting federal spending as investors remain steady in a world full of noise and disruption?