23rd July 2026

BNP Paribas: Portfolio perspectives Monetising AI: Driving innovation and multiple investment opportunities

Artificial intelligence has moved from experimentation to large-scale deployment and a tangible revenue driver across an ever-broadening range of industries.

As AI models become more powerful more companies and sectors are seeing increased adoption and emerging value and profit growth. And we believe that AI has the potential to become pervasive throughout many different sectors of the economy.

For example, logistics companies can leverage AI for route optimisation, with potentially large cost savings. Farmers use AI-driven systems for targeted herbicide application, cutting operating costs while also reducing environmental pollution.

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fidelity Adviser Solutions: Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

BNP Paribas: Multi-Asset Investment Views Quarterly Update – July 2026

Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.

Artemis: Wolstencroft: Investor complacency is making me nervous

The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.

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