Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.

With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.

AI-driven demand, supply chain constraints, and resource security concerns may be enhancing the strategic importance of commodities for long-term investors.

Geopolitical tensions are driving a shift toward modern mercantilism, reshaping markets and investor strategy.

Pairing the cyclical trade with continued exposure to AI growth seems like a reasonable way to navigate the market’s current distortions.