Landseer Asset Management absorbs Sanlam’s growth equities team
Boutique will run funds including the £786.3m Sanlam Global AI fund under a sub-investment agreement
Artificial Intelligence
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Magnificent Seven: Are investors pressing ‘pause’ on their love affair with tech giants?
Following a lacklustre set of Q3 results, are technology stocks finally losing their sheen?
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Axa IM’s Iggo and Gleeson: Why AI could be the biggest investment theme of the decade
Algorithms already dominate our lives, from video streaming to shopping recommendations
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BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
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AB’s Roarty and Ruegsegger: Energy addiction is AI’s next big challenge
AI requires massive computational power to train models
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AI in the UK: Preventing the predictable decline from inventor to has-been
The UK’s AI landscape boasts a robust foundation despite scepticism, according to Tellworth’s James Gerlis
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AI: The only case when ‘this time it’s different’ isn’t just an expensive mistake
Morningstar’s Mark Murray discusses picking today’s winners in the world of AI
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St James’s Place tops Bestinvest ‘Spot the Dog’ report for underperforming AUM
Largest underperforming fund was Baillie Gifford Global Discovery
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Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks
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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