Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

Asian woman reviewing computer

Global Insight U.S. Recession Scorecard
Read more (US Recession Scorecard)

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
Read more (SECURE 2.0 Act)
New York Stock Exchange

U.S. equity returns in 2025: Record-breaking resilience

 Jan 08, 2026 |Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

Read more
Single office town New York skyline

Building on a narrow base

 Jan 07, 2026 |Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more
Previous

Let's start the conversation

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields

Archives

Categories