insights.

As generative artificial intelligence triggers a global technology-upgrade supercycle, how is the US-China semiconductor rivalry influencing the opportunity set?

Convention urges caution when geopolitical tensions intensify, but the US-China technology rivalry is reshaping where investment opportunities can be found.  

AI can help ageing populations thrive by improving healthcare outcomes and augmenting the professional expertise of the older generation.  
 

For investors, what do geopolitical tensions, artificial intelligence and the net-zero transition have in common? The need to rethink, and to find opportunity in adversity. 

Can the US dollar remain a safe-haven currency? Simply put discusses whether a richening of the dollar could impact its diversification potential.

In a US economic slowdown, will bonds prove to be effective diversifiers? Simply put analyses the drivers of the end-of-cycle decline in rates.

This third anniversary issue of Simply put considers the outlook for real interest rates – and asks if multi-asset investors should rethink bond exposures.

Simply put explores what’s factored into markets from looming US rate cuts and why correlations could also influence asset prices.