Machine learning Chinese investment, BlackRock’s AI patience, Time Magazine’s AI cover, happier staff equal better returns, do wealth managers add value? Schroders,
sexy legs and much more.
Tag: Alphabet
Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
As the AI boom intensifies, fund managers are turning their attention to companies upstream and downstream from the obvious players.
The funds worst hit by tech sell-off
FSA looks at the funds affected the most by the recent slump in tech stocks.
The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
The FSA Spy market buzz – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
The FSA Spy market buzz – 5 April 2024
Mirae’s K-pop dream, Goldfinger’s greed, Get an EV for zero %, Data centre building, Electricity demand woes, Tech funds surge, Amazon’s failed ambition, When pizza beats tech and much more.
The FSA Spy market buzz – 16 February 2024
The AI juggernaut rolls on, China’s stock markets get sustainable, thematic funds are not that safe, private equity’s astonishing multi-decade returns, personal wealth in history and much more.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
The FSA Spy market buzz – 22 September 2023
AllianceBernstein’s new large cap ETF, The SEC gets ‘investment term’ serious, small-cap managers outperform, Dumb Money is coming, Franklin Templeton’s divis, Pictet on building and much more.
