AI

Deglobalisation, AI and electrification are colliding with years of underinvestment.

AI is upending software models, driving a sell-off and exposing which firms have data moats and which rely on seat-based demand.

Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compounding returns.

AI may be smart, but it can’t eat, flush or plug itself in. Here’s a framework for finding stocks that don’t get disrupted.

When it comes to AI, rather than picking the winners, the bigger opportunity may be identifying businesses misperceived as losers.

Markets are pricing disruption faster than fundamentals are changing. Doug Tynan explains why that matters for investors.

AI can make you faster and sharper... or dangerously complacent. It all depends on how you use it.

Copper just hit US$6/lb for the first time. What's fueling the breakout and where investors can find exposure.

The Apple–Google partnership signals Apple’s decision to stay in its lane, a move that brings Google one step closer to winning the AI race.

AI ruled again, but 2025 widened the gap. Nvidia and Broadcom surged, Google flipped the script - and now sets the pace.