Mastering The Market During A 'Decade Of Disruption'

Home Investing Strategy Portfolio Strategy Mastering The Market During A 'Decade Of Disruption' The 2020s are shaping up to be a decade of immense change and disruption. A long-term perspective, diversification, and a focus on resilient sectors and income-generating assets are key to thriving in this disruptive decade. The COVID-19 pandemic, large stimulus spending, increasing debt levels, and geopolitical conflicts have created an environment of heightened uncertainty and inflation.

Quality Is Now A Momentum Trade

Weekly Report: what happened at DTEC last week (0429-0503)?

Is There A Tech Bubble? Our Current Tech Positioning

How Does Artificial Intelligence Affect Investors?

Artificial intelligence is a nebulous concept that carries different meanings for different people. Ashley Oerth, a Senior Investment Strategy Analyst at Invesco, discusses the possibilities of AI in the business world. The powerful and not fully understood technology can help companies make their workers more productive. As the technology is embraced, investors look out for the next big success story.

AI In Your Pocket

Computing power is shifting from the cloud to the “edge,” unlocking new opportunities for chipmakers. Edge computing is the engine of the Internet of Things (IoT) Edge computing enables AI to play a deeper role in our daily lives.

BlackRock stays bullish on AI but is looking beyond obvious Big Tech plays

Tech BlackRock stays bullish on AI but is looking beyond obvious Big Tech plays. The world's largest asset manager says the artificial intelligence trend continues to look strong. BlackRock is looking at data center, infrastructure and energy as secondary beneficiaries to the impact of AI as well.

Weekly Report: what happened at DTEC last week (0422-0426)?

AI Revolution Driven By New Supercomputers

Home Market Outlook Today's Market AI Revolution Driven By New Supercomputers. The current generative AI boom is driven by a spectacular increase in the capacity of microchips. A web of servers can perform calculations on extremely large datasets. We discuss the spectacular innovations giving rise to Nvidia as a leading player in the technology domain.

Riding The Momentum - Looking Beyond The Tech Giants

Home Market Outlook Today's Market Riding The Momentum - Looking Beyond The Tech Giants. BlackRock Systematic's Systematic Equity Outlook explores macro and micro risks. The persistence of persistent market themes like AI has contributed to high equity index concentration and strong performance of the momentum factor. Inflation and rising geopolitical risks dominate the equity market narrative.

AI Frontrunners Will Benefit Most, With Microsoft In The Lead

Large technology firms are investing a lot to become AI services leaders. The hyperscale data centre market is currently dominated by four large companies in the West. We expect Microsoft to be the market leader providing actual services. The largest American technology companies should benefit greatly from Generative AI.

The Outlook For The U.S. Economy Is Bullish

How vulnerable is the market to an AI swoon? SA analysts share their thoughts

How vulnerable is the market to an AI swoon? SA analysts share their thoughts on the possibility of an AI-related bubble. The market may have over-extended itself amid a frothy market for AI- related stocks. For investors looking to track the artificial intelligence marketplace, look to exchange traded funds.

Weekly Report: what happened at DTEC last week (0415-0419)?

The AI Hype Cycle

AI-Driven Spending Boom Is No Dot-Com Bust For Investors

AI To The Rescue? Overhauling The U.S. Power Grid On The Path To Net Zero

Overhauling The U.S. Power Grid On The Path To Net Zero. Electricity grid operators in the United States have begun to use AI and other digital tools to analyze vast amounts of data. The path to attaining zero emissions by 2050 calls for an overhaul of the global power grid.

Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management

Home Market Outlook Today's Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management. Neuberger Berman: U.S. Economic growth has remained resilient and leads the world. Global Industrial Activity Is Picking Up While Early Signs Of Moderating Growth in Europe. We believe extreme market consensus presents a moment for active management.

Weekly Report: what happened at DTEC last week (0408-0412)?

AI Productivity Gains May Be Smaller Than You're Expecting

Artificial Intelligence could lead to a positive productivity shock at the macroeconomic level, says ING. Despite the adoption of AI, productivity growth in developed economies has been relatively slow in recent years. The impact of AI is yet to be felt in country-level data, but we believe it will be significant.