Absolute Strategy

The outlook for AI is one of the most discussed topics in markets right now: Is AI fuelling a capex boom ? Has a bubble formed? And what does it mean for growth and asset prices? 🎥 Watch further here

Implications for the UK and Europe As China prepares to publish its 15th Five-Year Plan in 2026, and with key leadership meetings scheduled for late 2025, questions about the direction of China’s economy and its global impact are becoming increasingly urgent. Hosted by the RAND Europe China Initiative, this in-person breakfast roundtable will explore the trajectory of China’s economy, potential challenges it may face in 2026, and the implications for its relationships with the UK and Europe....

One might object that S&P 500 profits are not representative of the corporate economy as a whole, because big companies are much more...