Capital Markets Outlook: Q2 2024

Investors are wrestling with concerns over stubborn inflation, faster-than-expected economic growth, and a tight labor market. We expect normalization to continue in inflation and growth. In the first quarter of 2024, most major equity market indices rallied to all-time highs. Alistair Berg gives his Capital Markets Outlook for Q2 2024.

Is There A Tech Bubble? Our Current Tech Positioning

May 2024 Perspective

Home Market Outlook Today's Market May 2024 Perspective. US equities struggled last month, with the S&P 500, Dow Jones Industrial Average, and Nasdaq all falling by 4.16%, 5.00%, and 4.41%. The broader picture continues to be one of rising sovereign rates acting as a headwind to equity market returns.

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.

Innovation at Scale: Ginkgo Bioworks’ Approach to Revolutionizing Industries

ETF Prime: Mercer on AI Investing & Developments + CLOs

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.

The Perils Of Owning The Wrong Tech Stocks

Home Market Outlook Today's Market The Perils Of Owning The Wrong Tech Stocks. Louis Navellier says the key to reducing risk is to mix technology stocks with energy stocks. The next big opportunity will be boosting electricity and internet speeds. The race to sort winners from losers will influence the upcoming Presidential election.

Weekly Report: what happened at THNQ 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.

Q1 2024 Active Management Review: Momentum And Growth Factors Outperform

Home Market Outlook Today's Market Q1 2024 Active Management Review: Momentum And Growth Factors Outperform. Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors. The Momentum factor was the standout performer across all regions. Low Volatility was the worst performing factor in the quarter.

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.

Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter

Home Market Outlook Today's Market Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter. Michael Craig, Managing Director and Head of Asset Allocation at TD Asset Management, discusses the outlook for tech stocks and the broader implications for markets.

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.

Top 6 Humanoid Robot Companies To Consider As A New Trend Potentially Takes Off

Trend Investing lists Top 6 Humanoid Robot Companies To Consider As A New Trend Potentially Takes Off. The global market for humanoid robots is projected to reach $38 billion by 2035. Tesla's Optimus humanoid robot is leading the way. Other companies like Agility Robotics, Boston Dynamics, and Figure AI are also making advancements in humanoid robots.

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

THNQ: AI Not As Hot A Sector As You May Think

The AI Hype Cycle