INSIGHTS

After years of synchronization, global monetary and fiscal policies are now moving in different directions, reflecting varying growth dynamics, inflation pressures and policy priorities.

The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.

Artificial intelligence (AI) has rapidly advanced from novelty to an integral part of workflows and daily life. Adoption is already surpassing many of the expectations from a few years ago. As usage accelerates, we look beyond productivity gains to see which firms can turn technological advantage into lasting market power.

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

The outlook for the healthcare sector remains positive despite its recent challenges, says Walter Scott client investment manager George Dent.

In this video, Walter Scott client investment manager George Dent uses Google as a case study to highlight the potential profitability issues facing companies that run artificial intelligence (AI)-driven search functions.

In this video, Walter Scott client investment manager Murdo MacLean considers Novo Nordisk’s recent challenges and touches on what the future could look like for the Danish pharma giant.

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.