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
Investors wishing to be part of the AI journey should be looking at three layers of growth – hardware, infrastructure and applications
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
Associate portfolio manager discusses mitigating climate risk when making investment decisions
Classifying investment companies as AIFs is increasing their optical – and not their actual – fees, write Momentum’s Richard Parfect
Overcoming the ‘bittersweet credit conundrum’
Is the narrow performance of US tech giants desirable or sustainable?
Investors are turning their attention to alternative asset classes
The fund manager is positive on India over the next decade
The risk of a UK recession and an ‘outright fall’ in inflation is growing
The portfolio manager believes demand for traditional energy will increase ‘meaningfully’ in the coming years
The Repo account, held at the Fed, is perhaps the greatest harbinger of doom for the global economy
Asset class is benefiting from the boom of private equity transactions