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        1. On the Minds of Investors

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        On the Minds of Investors

        Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.

        On the Minds of Investors tackles the big questions we hear in our conversations with clients – it’s our latest thinking on the issues that matter to you.

        LATEST COMMENTARY

        We bring you the latest Market Insights from our teams around the world. 

         

        On The Mind Of Investors

        <p>How is the U.S.-China AI race evolving?</p>

        On The Mind Of Investors

        <p>How much of the AI boom is adding to U.S. growth?</p>

        On The Mind Of Investors

        <p>How dependent is the U.S. on China for the AI buildout?</p>