An unprecedented situation in global equity markets

European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?

Carmine de Franco, Head of Research and ESG at Ossiam, takes a deep dive into the AI revolution, exploring where it has come from and where it might lead.

Equity markets rose significantly in 2023, but periods of volatility still provided investors with opportunities for tax loss harvesting.