Generative AI: Use Cases and Limitations
And now the finale you’ve all been waiting for! This week we are wrapping up our series on Generative AI. Previously, we had looked at whether this recent AI rally could be considered a bubble, and dove into the risks and opportunities across the AI value chain...
Following on from Part 1 last week when we covered the arguments for and against AI being in a bubble, we are taking a look at the entire AI value chain to see where...
Generative AI is being described as the most important innovation since the birth of the internet. Pretty big claim, right? But when you really think about it, it’s not as far-fetched as it sounds...
About a year ago we covered Howard Marks’ ‘Sea Change’ memo in which Marks said he believed we may be witnessing a major shift in the investment environment...
Do you remember that industry we talked about a while back that’s in the entertainment space, but bigger than Hollywood and the music industry, combined?
If you’ve read our deep dive into the Key Investment Themes of 2024, you may remember that Mexico was a favorite amongst global strategists and major asset managers for 2024...
India is both the most populous country in the world, and the fastest growing economy amongst the world’s largest nations. So it’s no surprise to see investors...
After a brutal 2022 with large declines, software stocks had a big year in 2023 as they rode the wave of enthusiasm for AI...
It was a year that kept all investors on their toes, but given the S&P 500 finished the year up 24%, it seems that there were opportunities...
2023 has been another interesting year for investors, with plenty of surprises. We should be used to this by now, right? Expect the unexpected...
When creating a successful portfolio, often the first thing that comes to mind is diversification. The 60/40 portfolio is highly debated...
This week, we’re zooming in on how companies globally fared during the third quarter and what their results mean for the future and valuations...
While some names seem quite enticing from traditional valuation metrics, there is more to it than simply finding stocks with low multiples...