Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
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Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
Leveraging the world, the utter tediousness of feedback, BlackRock’s large-cap ETF, Pictet thinks about innovation vs design, lies and damned lies from Fed’s Powell, a personal departure and much more.
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
Albert Einstein’s compounding, Capital Group and KKR team up, Bill Gross’s stamp collection, Nvida blows the lights out, Dotcom bubble reminder, Dalio’s shop houses, and much more.
BNP Paribas AM hires, Nordea AM loses, Fund failures galore, PIMCO’s AI wariness, Manulife’s goes Robo-AI, The buyback march, Apple’s mistake and much more.
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.
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 diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
Matthews Asia’s Discovery ETF, To travel or not to travel, abrdn’s sorry tale of layoffs, Bullish sentiment versus future returns, Regrets – there are a few, Here for good and much more.
Bitcoin ETFs off the leash, Federated Hermes’s new ETF, Apple vs Microsoft, Alliance Bernstein’s results, India’s vast online buyers, Pinebridge on AI, Who owns the US stock market and much more.
Part of the Mark Allen Group.