Economic forecasting is challenging, but understanding the capital cycle can help. Led by investment in AI, the US has embarked on a new capital cycle. The result is a shifting landscape of likely industry winners and losers.

Buy and maintain strategies have grown in popularity among long-term fixed income investors in recent years, especially pension funds in the United Kingdom. While buy and maintain is a well-established investment approach, it is evolving in the current environment through the integration of sustainability considerations.

An examination of market trends and dynamics across the global equity markets.