17/04/2026 Asset Pricing & Behavioural Finance AI Boom or Bubble? Lessons from the Dot-Com Period This paper compares the current AI-driven market to the dot-com boom of the late 1990s.
24/11/2025 AI investment drive calls for diversification We believe China’s tech sector offers attractive valuations and strong growth, making it a compelling diversification option.
17/11/2025 US corporate earnings season nears close The Q3 US corporate earnings season has boosted market sentiment, but concerns remain over high prices in some sectors.
10/10/2025 Machine Learning & Artificial Intelligence AI In Investment Management: The Advancement Of Learning Explore how AI and NLP are reshaping financial analysis, raising new questions, and strengthening investment strategies.
3/10/2025 Economy & Markets AI in investment research AI improves investment research by cutting data noise and helping analyse unstructured data.
19/05/2025 Economy & Markets China in the race for technological leadership In this paper we explore the evolution of China's technological progress and its likely path ahead.
17/03/2025 Economy & Markets The diverse economic impacts of artificial intelligence In this paper we extend our 2024 analysis by focusing on differentiating macroeconomic productivity gains enabled by AI across countries.