Natixis: Investors’ long-term return expectations fall to 6.3%
65% believe market volatility will increase from 2023, according to Natixis Investment Managers survey
AI
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Cathie Wood’s Ark Invest projects global equity boom with disruptive technology
Ark releases Big Ideas 2024 report
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Why Blue Whale’s Stephen Yiu rebought Meta in 2023
Also exited ASML on valuation grounds
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Interactive Investor: AI hype carries into 2024 as tech dominates platform sales
L&G Global Tech Index was the most-bought fund in January
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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M&G Investments launches Global AI Themes fund
To invest across three areas connected to artificial intelligence
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PwC: Half of CEOs think their businesses will not survive the next decade
AI could make half of all business models redundant within 10 years
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Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
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Terry Smith questions AI boom in annual shareholder letter
Smith ‘suspending judgement’ on who eventual winners of the trend might be
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
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New Capital’s Rawicz: How to tap into the AI revolution
Investors wishing to be part of the AI journey should be looking at three layers of growth – hardware, infrastructure and applications
