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All Articles tagged with 'Ben Arnold'

You are in   Posts tagged 'Ben Arnold'

AI investment enters new phase as company performance becomes critical

From Schroders

The artificial intelligence (AI) investment cycle has entered a more selective phase, with broad-based gains giving way to a sharper focus on individual company performance, according to Ben Arnold, investment

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29 Apr 2026
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Three Ds to decide AI’s boom or bust

From Schroders

The next phase of the AI cycle will be defined by the “three Ds”: deployment, debt and demand, according to Schroders investment director of global equities Ben Arnold. Arnold says

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27 Mar 2026
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Markets enter new era of volatility and opportunity in 2026

From Schroders

Investors are facing a fundamentally different market environment in 2026, with structurally higher volatility, greater government intervention and a need for more selective asset allocation, according to investment experts at

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02 Feb 2026
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