AI Adoption Rates Will Likely Rise From Here

Published on November 17, 2025

As global labor arbitrage becomes less viable and access to cheap labor in emerging markets continues to narrow, businesses are increasingly turning to AI as a domestic solution for cost control and productivity gains.

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A Review Through Q3 2025

November 17, 2025
As the final quarter of 2025 begins, it's a critical moment to look back at the preceding three quarters. Each year carries its own narrative, and 2025 was no exception. Markets trended downward early in the year owing to trade-talk-driven uncertainty, reaching a crescendo in volatility following the unexpected announcement of significant tariffs in April.

Is China’s Equity Market Performance Sustainable?

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Chinese equities have performed strongly this year amid a general re-rating driven by easing geopolitical tensions, continued government stimulus and the global AI-related buildout. Portfolio Managers Andrew Mattock, CFA, and Winnie Chwang explain the drivers of the rally and the opportunities and challenges ahead.