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Market Wraps
AI
Latest news and analysis on AI
Expert Insights
April 23, 2020 08:11
One thematic with three
tailwinds
For every successful tech stock, there are dozens of others in its supply chain, including at least one semiconductor company. And just like the old strategy of...
Livewire Exclusive
Livewire Markets
April 23, 2020 08:11
Equities
January 17, 2020 12:23
Digitisation of everything
In 2019 the world spent roughly 5% of global GDP or $4 trillion on technology. By 2030, this is expected to double to more than 10% of GDP or an estimated $14...
Lachlan Hughes
Swell Asset Management
January 17, 2020 12:23
Macro
December 29, 2019 06:04
Hedgie: More sharks on land than in water in these parts
In this column I submit 10 big ideas for the next decade, which is bound to be a dangerous one, including: the coming of self-aware artificial intelligence; fusion...
Christopher Joye
Coolabah Capital
December 29, 2019 06:04
Advertisement
2020
December 09, 2019 10:15
Be on the right side of innovation in 2020
I founded ARK Invest to focus solely on disruptive innovation, primarily in the public equity markets because I believe that innovative public companies with...
Catherine Wood
ARK Invest
December 09, 2019 10:15
Macro
June 19, 2019 17:02
Chinese equities must be in your portfolio
The technology “war” has only just begun and will get worse. Big tech firms face numerous headwinds. Increasingly the tech giants are viewed as monopolists that are...
Brigette Leckie
Koda Capital
June 19, 2019 17:02
Investment Theme
May 17, 2019 10:18
AI: How the enlightenment ends
In the Wisconsin city of La Crosse in 2013, Eric Loomis, then in his early 30s, pleaded guilty to eluding police in a stolen car (while denying any role in a drive-by...
Magellan Investment Partners
Magellan Investment Partners
May 17, 2019 10:18
Investment Theme
May 01, 2019 07:00
Artificial intelligence, the investment team that never sleeps
Last year, 81% of all 500 of the Fortune 500 CEOs interviewed, agreed that artificial intelligence (AI) is “extremely important” or “very important” to the future of...
Jason Winderbaum
Sanlam
May 01, 2019 07:00
Investment Theme
February 19, 2019 14:08
The innovations leading the most transformative period in history
History is replete with examples of businesses and consumers ignoring or dismissing big ideas, particularly those associated with disruptive innovation. In 1876, for...
Nikko AM
Amova AM
February 19, 2019 14:08
July 03, 2018 07:00
One big unintended consequence of protecting cyber privacy
In late May, people in Europe were blocked from US news sites such as the Los Angeles Times. Others couldn’t turn on connected lights with mobiles unless they agreed...
Magellan Investment Partners
Magellan Investment Partners
July 03, 2018 07:00
Investment Theme
June 20, 2018 10:41
Artificial intelligence: it's not the future, it's now
AI is on the verge of transforming the lives of millions of people in their workplace and at home. From driverless cars to machines that converse with humans, advances...
Paul Hennessy
Capital Group
June 20, 2018 10:41
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