AI has the potential to biggest productivity driver for the global economy, but the focus for investors is shifting from potential to profitability—and risk.
Julien Houdain and Lisa Hornby examine central bank policy divergence, inflation risks, valuation dynamics and emerging opportunities across global fixed income markets.
Columbia Threadneedle Investments maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.