How AI could drive change across multiple industries

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The next phase of AI could reshape earnings growth across sectors, not just in tech, possibly creating new opportunities for institutional investors. So far, AI’s impact has largely centered on

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Five trends impacting earnings growth

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1. U.S. Tariff Policy Is Disrupting Global Markets More details about changes to U.S. tariff policy are emerging, but significant uncertainty remains. The number of S&P 500 companies mentioning “uncertainty”

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Financial inclusion – what it means and how it is being addressed

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Nearly one-third of the world’s adult population and a significant percentage of small- and medium-size businesses lack access to basic financial services. Exclusion from basic banking, credit, investments, payment systems

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Earnings shaky but green shoots for global growth

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Company earnings are unlikely to return to pre-pandemic levels until late 2021 at the earliest, with many companies unwilling to provide growth numbers for more than a couple of quarters,

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