Insights

The promise of artificial intelligence is now becoming a reality. Investment manager Tom Miedema highlights how leading companies are exploring, embracing, and harnessing the opportunities afforded by this evolving technology.

This year’s upward march in equity markets has not been without its wrinkles. Executive Director Roy Leckie highlights some of the events and developments that might influence markets over the coming months. But he also retains an optimistic view on the prospects for leading companies that can weather near-term challenges and seize long-term opportunities.

AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Companies are scrambling to keep up – needing smarter software, stronger networks and better computers. This has created huge opportunities for pioneering firms such as TSMC, ASML and Nvidia. Tom Miedema and Jamie Zegleman explore whether these innovative companies will maintain their competitive edge.

Russia, China and various shadowy groups hostile to the West have pipelines, oil and gas platforms and subsea internet cables in their sights. Senior Chatham House Fellow Armida van Rij assesses the risks.

In the latest edition of our Research Journal we cover geopolitical risk from Europe to North Korea, the economics of the growing global debt burden, the mindboggling complexity of the semiconductor supply chain, and the implications of the rise and rise of anti-obesity drugs. Download this edition or listen to the audio version.

This summer Europe will play host to the Paris Olympics, Uefa’s European football championship and the phenomenon that has become Taylor Swift’s New Eras tour, bringing tourists from around the world. Europe’s global champions across luxury goods, consumer products and travel sectors too will be on show and in sporting terms, many of these companies are well placed for podium positions.