Is AI a bubble? As we approach the second half of 2024, this has become the trillion-dollar question on everyone’s lips. Where are we in this AI-driven tech cycle? In this article we will discuss how AI will fundamentally reshape our work and life and establish whether Generative AI has the legs to turn into a multi-decade technological revolution.

For this mid-year outlook, we break down our findings into two key themes: a long-term view of the future, and the more near-term influences of the business cycle. This dual focus helps to shape our strategic positioning and clarifies investment perspectives for the year.

We need to limit global warming to 1.5° C but what’s the best way of ensuring that a fixed income portfolio is aligned with this goal?