FSA highlights five actively managed funds with large overweight stakes in Nvidia.
Tag: Artificial Intelligence
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.
BlackRock: The investment industry is not immune to AI disruption
There may be an abrupt change in the way the industry operates, according to Jeff Shen, co-CIO and co-head of systematic active equity at BlackRock
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
BlackRock: Mega forces to drive allocations
Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
