AI is the tech theme of the decade, according to the UBS Global Wealth Management Chief Investment Office.
Tag: AI
Fidelity: ‘AI remains more of a buzz word than a profit driver’
Most analysts do not expect AI to have an impact on company profitability this year despite increased spending.
Lombard Odier increases weighting to hedge funds
The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.
Early Nvidia investor says ‘AI washing’ is a growing problem
Robocap founder and CIO Jonathan Cohen says more and more companies are exaggerating their artificial intelligence technology.
The FSA Spy market buzz – 17 January 2025
Astronauts and silver; Eastspring’s parseltongue; Janus Henderson’s contrarian Europe; Seinfeld on AI; A meritocratic fund; Bitcoin fizzes with Trumpian enthusiasm; Mug shot; Getting aggressive and much more.
Lazard Geopolitical Advisory warns of trade battles
Economic nationalism will likely reach new heights during the incoming Trump administration, according to the analysis firm.
Allfunds unveils AI-powered feature
The Allfunds Navigation Assistant was developed in collaboration with Google Cloud.
The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
UBS: ‘Valuations are at extraordinary levels while company fundamentals remain ordinary’
UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
The FSA Spy market buzz – 1 November 2024
Battleshares’ old versus new, Goldman Sachs’ Cassandra warning, Hong Kong property’s negative equity woes, Ninety One’s trillion-dollar question, Contrarian alert from CB, Lists and much more.
