AI is the tech theme of the decade, according to the UBS Global Wealth Management Chief Investment Office.
Tag: Semiconductors
Manulife IM says semiconductor bull run still has legs
“I get up every morning looking for negative data points, and I can’t find them,” says Manulife IM senior portfolio manager Ryan Davies.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
AXA head of thematic: a new manufacturing cycle is coming
A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
Five tech funds outperforming year-to-date
FSA looks at the five top-performing technology funds eligible for distribution in Hong Kong and Singapore.
Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
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.
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.
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.
