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.
Tag: Nvidia
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
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.
10 funds that beat the S&P 500 by over 20% in 2023
FSA highlights the 10 US equity funds that outperformed the S&P 500 index by over 20% last year.
How this global equity fund bounced back in 2023
After a rough ride during 2021 and 2022, the PGIM Jennison Global Opportunity fund is outperforming in 2023.
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.
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.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
The FSA Spy market buzz – 25 August 2023
Jim Cramer’s longs fall short, Schroders and the shrinking market, Nvidia’s blow out numbers, fossil fuel subsidies, big project reading, working with good people and much more.
