Topic: Nicholas Rilley

Will AI replace or complement what white-collar workers do? The answer is likely both and will depend on the role.

Nvidia has been the poster child for the Artificial Intelligence (AI) revolution; however, the story goes far beyond just one company.

Following the results of the US election, sustaining a favourable economic and policy mix in the United States will be very challenging.

One of the most significant developments in financial markets since the pandemic has been the shift in the correlation between bonds and equities from negative to positive.

A central theme of the last two years has been how the US economy has outperformed the rest of the world. Both cyclical and structural factors help explain the resilient performance in the face of higher inflation and interest rates.

The history of financial markets contains some spectacular boom and bust stories.