Generation next with Mirabaud AM’s John Kisenyi: Power play
The sustainable global equity analyst on why the renewables sector is one to watch and that how we interact with data is about to change
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De Lisle Partners: Energy is the real winner of the AI race
Artificial intelligence requires masses of energy to run, making it a prime benefactor of the theme, writes Dan Scott Lintott
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Dynamic Planner’s Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
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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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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: 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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MSCI and Google to build investment data platform
It is targeted at asset and wealth managers, among other clients
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How the Faangs lost their bite
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
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Terry Smith snags second tech titan as he initiates holding in Google parent
Follows hot on the heels of Fundsmith CEO’s change of heart on Amazon
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Weekly outlook: Tech titans Meta, Amazon and Alphabet report; BoE and EBC to meet
Key events for UK wealth managers for the week starting 31 January