Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase
AI
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Jennison’s Baribeau: Four global equity sectors for ‘powerful’ growth
Manager of the PGIM Jennison Global Equity Opportunities Fund discusses how last year’s valuation reset has created a more fertile hunting ground for equities
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M&G leads £40m funding round for AI firm
Investment made via M&G Catalyst
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Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits
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Investors have their work cut out in finding the real AI opportunities amid the hype
Research found investment in the technology has grown 150% since 2019 to nearly $180bn
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M&G enters AI partnership with Level E
Deal will see the creation of a range of investment strategies
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Ferdi van Heerden: Fighting for our own piece of the value chain is the wrong approach
Momentum Global Investment Management CEO talks building collegiate relationships across industry to deliver for investors