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Taiwan, the soon-to-be-expiring trade truce and the global energy crisis might have to take a backseat to AI when Trump and Xi meet this week in Washington.
After a week of nonstop press coverage that has seen the existential threat from superintelligent AI enter the mainstream discourse, investors will be watching out for any agreements that allow for a mutual ‘slowdown’. On Sunday, Treasury Secretary Scott Bessent said a new AI safety notification mechanism has been proposed for the two leaders to consider during the summit. While it looks unlikely either Trump or Xi will be willing to put further guardrails in place, according to leaks this weekend, some senior officials in the Trump administration are frustrated about his refusal to take the subject seriously and will try to convince Trump to push for more oversight and international agreements with China…
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Global stocks broadly rose in August on the back of stronger corporate earnings across regions. Notably, technology and Artificial Intelligence (AI) related stocks rallied after experiencing a sharp sell-off in July. Surging cloud revenues helped Microsoft and Amazon report better-than-expected growth, and chip giant Nivida posted record- breaking quarterly revenues of $96bn, more than double what they generated in the same period last year.
The tech sector experienced some meaningful swings as investors grapple over whether the large capital expenditure that has been poured into these businesses will ultimately pay off in terms of the revenue it is expected to generate…
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This is the last blog in my tips series on outsourcing, based on our latest research with the lang cat, CIPs in 2026: Tuning the Engine for Growth.
The first two blogs covered formal governance and holding providers to account to get the best out of an outsourced CIP. This final article looks at why firms should consider the future direction of their CIP, and how their operations may need to adapt as their business, and the market around it, changes.
Read >Want to learn more? We recommend you start with a conversation.
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This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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