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: Semiconductors
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.
The best and worst performing funds and sectors of 2023
Crypto, semiconductor and technology funds were the top performers last year.
Agile investors to capture alpha from disruption
Changes driven by new technology, scarce resources and a fragmenting world are creating opportunities for corporates and investors alike, says Allianz Global Investors.
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
