After a volatile start to the year, two managers discuss the outlook for the tech market.
Tag: AI
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future.
The FSA Spy market buzz – 4 April 2025
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
SSGA: Opt for active, defensive equity in an era of disruption
Active, defensive equity allocations offer a potentially lucrative way to navigate explosive technological change amid the democratisation of artificial intelligence (AI), believes senior portfolio manager Chee K Ooi.
Wellington Management: A culture of innovation
A dynamic exchange of ideas has spawned new initiatives ranging from tokenisation and AI through to new fund launches and sustainability activities.
The FSA Spy market buzz – 28 February 2025
Invesco’s oil bet; Star fund manager dangers; Federated Hermes is thinking biodiversity; BlackRock is worrying about the world; Janus Henderson on Nvidia; Fear and Greed; Bitcoin woes and much more.
HK budget boost to tech sector
AI and virtual assets could benefit from Hong Kong’s budgetary measures.
UBS GWM stays bullish on AI
AI is the tech theme of the decade, according to the UBS Global Wealth Management Chief Investment Office.
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.
