De Lisle Partners: Energy is the real winner of the AI race
Artificial intelligence requires masses of energy to run, making it a prime benefactor of the theme, writes Dan Scott Lintott
artifical intelligence
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Wealth manager Q&A with Matt Sharp: ‘AI is the next game changer’
Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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EFG’s Afzal: Highly-concentrated US market is broadening
EFG Asset Management CIO discusses concentration risk and the US equity market in election year
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Four views: The future of renewables
Portfolio Adviser asks this month’s panel for their outlook on investing in renewable energy
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Ark Invest’s Cathie Wood: Fed hiking cycle ‘one of the biggest mistakes in monetary policy history’
Ark CEO believes the central bank should be concerned by deflation, not inflation
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Is the AI hype machine losing steam?
Markets are overlooking some glaring issues with AI that could result in dire consequences, writes Philip Gottschalk
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Beneath the Bonnet: Findlay Park, Invesco and Sanford DeLand funds
Three fund managers on which stocks are floating their boats