Friday Fundamentals – August 22, 2025 Fundamentals | August 22, 2025 Fundamental FocusA fascinating shift: the consumer, long the main driver of the economy, is stepping back while corporate AI investment takes the lead. Category Toggle NavigationCommentaryNewsPodcastsThought LeadershipVideosTopic Toggle NavigationEquityFirmFixed IncomeEconomyMacro IssuesMulti-Asset Featured Insights Valerie2025-08-26T19:55:36+00:00