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
Artificial Intelligence
-
-
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
-
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
-
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
-
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
-
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
-
Ark Invest Europe launches three European UCITS ETFs under Cathie Wood
Actively-managed ETFs have OCFs of 0.75%
-
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
-
How can wealth managers use AI in a practical way?
Wealth managers need to integrate AI, but it must be in a pragmatic and grounded way, says Mallowstreet’s Stu Breyer
-
Finsbury Growth & Income: Six UK ‘digital winners’ to benefit from AI megatrend
FGT’s Madeline Wright says the likes of RELX, Sage and Rightmove will be key beneficiaries
-
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
-
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