Rahul Ghosh

Ai is a significant factor in the braodening of global stock markets, particularly in relation to generative AI propelled by Nvidia and the semiconductor industry.

Broader investment opportunities likely in the second half of 2024

Successfully navigating the road ahead will require robust fundamental research and a focus on bottom-up stock picking

Markets are pricing in higher recession risk but there are positive changes after past recessions.
COMMENTARY

Why bear markets don’t always lead to recession

Understanding the relationship between bear markets and recessions will help investors separate short-term headwinds from long-term structural change