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
Artificial Intelligence
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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
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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
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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