Investing in an age of AI disruption

Bond markets endured another difficult week as stronger than expected growth data pushed interest rate expectations higher and government bond yields hit multi-decade highs. Yet equity markets remained remarkably unfazed.

Global bond markets remain under pressure due to renewed inflation concerns and a general shift to tighter monetary policy.

Regulation must recognise that sustainable investing incorporates more than the provision of sustainable funds alone.

Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation to conflict, trade barriers and the AI revolution, is roiling markets. Can investors still reap its benefits?

The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.

As AGM season winds down, we examine the key trends that influenced resolutions and outline our core principles for voting.

The widespread adoption of Artificial Intelligence is expected to cause significant disruption across many industry sectors, and markets are already pricing in the potential impacts. But is it too soon to identify the winners and losers in the AI revolution? 

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

The new year has begun with a bang with global equities at, or near, record highs. But as fears of an artificial intelligence (AI) led bubble mount, reducing downside risk without necessarily sacrificing lots of upside potential makes increasing sense.

Network effects can boost a company’s growth and build durability – when combined with other strengths, argues Francois de Bruin.

When markets fall, equity investors should become more constructive on the prospects for future returns. However, as prices fall, intrinsic value may be influenced. Discerning which factors drive this could help investors capitalise and avoid getting caught in value traps.