When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar...

After a volatile start to the year, we see opportunities as markets focus on President Trump’s deregulatory agenda, tech’s unrelenting rise, and Europe’s defense surge.

The economy’s impressive resilience has helped markets shake off fiscal and geopolitical uncertainties. But while it’s business as usual for some sectors, others are facing a panoply of new challenges, compounded by the accelerating AI revolution. Our experts take a look at how to play this complex new landscape.

Vinnie Costa explains why he believes the future of investing will be defined by the successful integration of human expertise and machine intelligence