The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.
Tag: AI
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.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
Capital Group: ESG holds steady in a volatile world
However, the rise of AI presents new ESG risks to investment, say respondents to a new study.
