As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
Tag: Artificial Intelligence
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
Federated Hermes EOS warns about AI risks
Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.
Five funds with big overweight stakes in Nvidia
FSA highlights five actively managed funds with large overweight stakes in Nvidia.
Wellington: Expect a bubble in AI hardware providers
To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
The best and worst performing funds and sectors of 2023
Crypto, semiconductor and technology funds were the top performers last year.
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
Nvidia is far from overvalued: Martin Currie’s Osmani
Martin Currie’s head of global long-term unconstrained team tells FSA why he thinks Nvidia is not overvalued despite its recent run-up.
Franklin Templeton flags a big risk for markets: ‘Will the dogs eat the dog food?’
Jonathan Curtis, incoming CIO at the US investment giant, shares where he sees risks and opportunities ahead for investors.
