ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
Artificial Intelligence
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Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
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PwC: ‘The pressure is on’ for AI to start delivering results
Some 66% of investors want to see evidence of improved productivity after mounting speculation around AI’s uses
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BlackRock launches AI funds for European investors
The BGF AI Innovation fund, iShares AI Infrastructure UCITS ETF, and the iShares AI Adopters & Applications UCITS ETF
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Liontrust’s Uru and Pleydell-Bouverie: When will we see the elusive return on investment from AI?
Hundreds of billions have been pumped into AI, but when will it start producing profit, ask the Liontrust Global Innovation managers
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Ark Invest: Don’t put all your eggs in the Nvidia basket
Investors will benefit over the long-term by from diversifying their AI exposure, rather than piling into a single stock dominating headlines today, writes Brett Winton
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Antipodes: Opportunities in AI are expanding beyond Nvidia
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas says other companies are stealing its thunder
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The biggest themes driving markets over the next three years
In an increasingly unforeseeable world, there are some predictable themes pushing the direction of global markets
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Generation next with Fiera Capital’s Bortot: There’s a new breed of investment professional
Portfolio manager Mathieu Bortot on his path to a career in investment and the importance of learning to trust your own convictions
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Kepler: The sectors unscathed by the AI takeover
There is value to be found in the industries immune to the AI revolution, writes Kepler’s Ryan Lightfoot-Aminoff
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Ark Invest Europe launches three European UCITS ETFs under Cathie Wood
Actively-managed ETFs have OCFs of 0.75%
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BJSS and Sparck: Half of UK businesses might not exist in 10 years
Business leaders have focused on near-term threats and neglected their long-term survival, according to a new study
