AI infrastructure overwhelmingly dominates global equity returns YTD
Brazil leads the pack…. Who will win this year?
AI investment is moving into the physical world
Momentum’s biggest run since the TMT Bubble
SpaceX, OpenAI and Anthropic could dwarf every prior Tech IPO cycle
The silent collapse in battery costs helps increase electrification
AI dominates the headlines – but not returns
A gradual decoupling between Labour and Markets – can this continue?