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.
Tag: AI
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.
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.
