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Investment Banking Trends and Outlook for 2023

There’s no denying the harsh reality investment bankers are facing: struggling to get deals across the finish line while juggling to keep clients satisfied. With a volatile market afflicted by macroeconomic uncertainty, deals are harder to source, regulators are tightening up, the debt market remains closed, and the amount of reliable and unreliable data is nearly impossible to sort, let alone analyze manually.

Ultimately, these pressures have forced investment banks to keep up with the rapid technological advances that have accelerated the industry forward. Those who rely on outdated processes and resist change will soon be outpaced by progressive institutions, effectively losing out on new clients and talent.

But what does this new wave of technological adoption and doing business look like?

Download our report to learn:

  • The top trends defining the industry, Generative AI to Open Banking
  • What technologies leading nations are adopting to fight economic uncertainty
  • An outlook on the opportunities and challenges that will play out in the IB space

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Mid-Year AI Checkpoint: The Shift from Wow to Work

The first half of 2026 marked a turning point for AI. The focus shifted away from breakthrough demos to the harder questions of deployment, integration, and real-world impact. As AI became more deeply embedded in products, workflows, and business operations, organizations faced new questions around measurement, governance, workforce impact, trust, and control.
Mid-Year AI Checkpoint: The Shift from Wow to Work, by Sarah Hoffman. A graphic with a timeline, a sparkling marker, and an AIAIAI logo.

A Tale of Two Economies: Divergences Shaping Financial Services in H2 2026

In this report, we explore key expert and analyst perspectives on the relevant themes shaping the financial services landscape for H2, including scaled AI infrastructure, diversification and asset re-positioning, a deepening K-shaped economy bearing resemblance to the ’70s, and a wave of IPO and deal activity prevailing despite macroeconomic headwinds.
Title slide for "A Tale of Two Economies: Divergences Shaping Financial Services in H2 2026" by Barb Tague, featuring an illustration of a signpost and a bar chart.

Global Oil and Gas Market: Iran War Fallout and Future Outlook

Drawing on broker research, industry tracking data, and expert analysis available in the AlphaSense platform, this report covers how governments, corporations, and investors are adapting amid uncertainty.
Title slide for "Global Oil and Gas Market: Iran War Fallout and Future Outlook," featuring an isometric illustration of an oil tanker and barrels.

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