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
Artificial Intelligence
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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
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Jennison’s Baribeau: Four global equity sectors for ‘powerful’ growth
Manager of the PGIM Jennison Global Equity Opportunities Fund discusses how last year’s valuation reset has created a more fertile hunting ground for equities
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Where’s the revolution? AI and the long-term portfolio
GAM investment director Julian Howard asks how best to approach AI investing over the long term
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Supercharging face-to-face advice with AI assistance
Morningstar’s Derek Smith looks at how AI can help make advice better and more efficient
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How to tap into the AI boom via investment trusts
You can’t invest directly in Chat GPT but there are plenty of ways to play the emerging trend
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The AI gold rush
Three human experts – and one chatbot – offer their views on how investors might look to make money from AI
