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Beneath the AI gold rush
newBeneath the gold rush: The uneven economy of AI

AI promises to transform productivity, reshape global power and accelerate the energy transition. But beneath the investment boom lie growing challenges for labour markets, geopolitical stability and natural resources. EXANTE's latest special report explores the opportunities, risks and wider implications for investors.

Special reportsOct 22, 2026
A sleek, futuristic drone stands in an open hangar at sunset with the text EXANTE ALPHA VIBES below.
Alpha Vibes - AI’s defence dividend

For four years, the investment case for defence centred on greater volumes of artillery shells, interceptors and armoured vehicles, financed by budgets growing at their fastest pace since the Cold War.

Alpha VibesOct 22, 2026
Exante brand logo and the text Earnings Scoreboard overlaid on a close-up image of a jet engine turbine.
Earnings Scoreboard - Precision under pressure

The season's arithmetic is holding up, if a little less impressively than the expectations implied.

Earnings scoreboardOct 20, 2026
Animated flags climbing a mountain under the title Fixed Income Briefing by EXANTE.
Fixed Income Briefing October 2026

The dollar reached 18 months highs in October due to a more hawkish Federal Reserve policy outlook and robust economic indicators.

Fixed income briefingOct 15, 2026
Exante Earnings Scoreboard text overlaid on a scene of a business person walking in front of modern skyscrapers.
Earnings Scoreboard - The Quality of the Beat

Q3 earnings season opens today in the customary way, with the biggest banks first through the door.

Earnings scoreboardOct 13, 2026
Exante Equity Monthly Review title overlaying a sunset view above the clouds.
September Equity Review - When CapEx crowds the curve

September tested the equity rally as higher sovereign yields, firmer inflation expectations and policy uncertainty forced investors to distinguish between earnings resilience and duration sensitivity.

Equity monthly reviewOct 5, 2026
A cartoon percentage character rides a dollar bill under the title Fixed Income Briefing.
Fixed Income Briefing September 2026

The dollar has strengthened through September due to a more hawkish Federal Reserve policy outlook and robust economic indicators. The dollar index is +1.80% MTD in September.

Fixed income briefingSep 24, 2026
Exante Alpha Vibes text overlay on a data center showing rows of servers with blue lighting.
Alpha Vibes - The new price of AI growth

On 29 June, The Architecture of Disruption posed the questions of which layer to own and at what price. We now have some answers.

Alpha VibesSep 23, 2026
Manuel Cañas, founder of Archipel Capital, discusses macro investing in an EXANTE educational series episode.
Global macro, local voice: 10 takeaways from EXANTE’s conversation with portfolio manager Manuel Cañas

Manuel Cañas, founder of Archipel Capital, has spent over 20 years reading markets.

Special reportsSep 10, 2026
Construction workers silhouette overlaid with stock charts and the US flag in this Exante Equity Monthly Review graphic.
August Equity Review - Where Earnings End and Expectations Begin

August converted an exceptional earnings season into a more demanding equity-market test. The S&P 500 advanced 2.62%, led by Energy, Information Technology and Materials.

Equity monthly reviewSep 1, 2026
Three animated percentage symbols jump on a trampoline in a financial trading office labeled Fixed Income Briefing.
Fixed Income Briefing August 2026

The dollar has been weakening through August due to growing concerns around US debt levels hitting $40 trillion and the US Treasury’s actions to try to reverse the sudden surge in yields that has followed.

Fixed income briefingAug 27, 2026

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