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Broad earnings growth is still AI-led
investment insightstechnology
investment insightstechnology

Broad earnings growth is still AI-led

This week we examine the pace of third-quarter corporate earnings, where AI remains the dominant profit driver, why energy’s contribution may fade, and how earnings leadership may broaden.
Defence goes digital – data centres and AI on the frontline of national security
rethink everythinggeopolitics
rethink everythinggeopoliticselectrificationtechnology

Defence goes digital – data centres and AI on the frontline of national security

As nations rush to upgrade their digital defences, critical AI infrastructure is emerging as the new frontline in the race for digital sovereignty.
New order: Asia builds resilience as the geopolitical map is remade
rethink everythinggeopolitics
rethink everythinggeopoliticstechnologytrade war

New order: Asia builds resilience as the geopolitical map is remade

As trade flows, AI investment, and global capital are redrawing the economic map, Asian economies are strengthening their role in manufacturing, technology, and infrastructure.
A speculative bubble? “This time is different,” says Michael Strobaek
In the newswealth management
In the newswealth managementtechnology

A speculative bubble? “This time is different,” says Michael Strobaek

In an interview with NZZ, Michael Strobaek explains why the tech giants’ massive investments are justified, and why he still prefers other equities.
A no-rules boxing match: Samy Chaar on competing in a fragmented world economy
FT Rethinkgeopolitics
FT Rethinkgeopoliticstechnologytrade war

A no-rules boxing match: Samy Chaar on competing in a fragmented world economy

The global economy is fragmenting into competing blocs. Samy Chaar explains how this shift is reshaping trade, technology, and investment, and why the business cycle remains resilient.
AI for Good: why ethics and accountability must keep pace with innovation
rethink sustainabilityentrepreneurs
rethink sustainabilityentrepreneurstechnology

AI for Good: why ethics and accountability must keep pace with innovation

Ahead of the AI for Good Global Summit, Lombard Odier and TIGER 21 Switzerland brought together investors and entrepreneurs to explore how AI can drive innovation while staying ethical, accountable, and trusted.
Lombard Odier and Alpha Japan enter new phase of long-standing collaboration
media releasespartnerships
media releasespartnershipstechnology

Lombard Odier and Alpha Japan enter new phase of long-standing collaboration

Lombard Odier Group and asset manager, and Alpha Japan LO am are pleased to announce a strategic collaboration agreement, bringing their respective asset management and distribution capabilities into closer alignment.
From steel mills to satellites: a different perspective on private assets
corporatewealth management
corporatewealth managementtechnology

From steel mills to satellites: a different perspective on private assets

Staying invested in private assets is essential amidst market volatility. Learn more from our experts on why diversification, resilience and access to differentiated opportunities remain vital for long-term investors.
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