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
Artificial Intelligence
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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
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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
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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
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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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60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
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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