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Artificial intelligence (AI) Early stage Consumer discretionary Private investments Private companies Private portfolio companies Americas Private investing Venture capital Article Liquid alternatives & hedge funds
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Hyper-personalization and the AI-driven commerce revolution

A member of our early-stage venture team explores the many ways in which artificial intelligence is likely to transform the consumer experience.

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By

Sasha McKenzie

event March 2024
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Bank liquidity Interest rates Economic cycle Credit Fixed income Consumer Americas Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will higher rates sap US consumer spending?

Higher interest rates have increased borrowing costs. Could a consumer-led US recession be looming? Fixed Income Portfolio Manager Kyra Fecteau sees three factors that may help mitigate the impact.

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By

Kyra Fecteau, CFA

event March 2023
Quick Take
2024-03-30
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2023 Global Economic Outlook
Inflation Economic cycle Macro and market Outlook No Optimizely Fiscal policy Interest rates Monetary policy Geopolitics USA Consumer Article
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2023: The year of disinflation for the US economy

In the coming year, US Macro Strategist Juhi Dhawan expects to see inflation begin to decline, the economy adjust to higher interest rates, and labor markets feel the pain of restrictive Fed policy.

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By

Juhi Dhawan, PhD

event November 2022
Article
2023-12-31
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Fiscal policy India Emerging markets Equity E-commerce Consumer discretionary Geopolitics Quick Take
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Six reasons India may be on the cusp of a major upcycle
Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.
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By

Philip Brooks, CFA

event May 2022
Quick Take
2022-12-30
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