Margaryta Kirakosian

As the artificial intelligence frenzy drives global equities to record highs, in Europe the momentum is flowing into industries critical to powering the technology.

4 min read In this article AI frenzy drives European energy plays higher as part of data centre value chain

UK bondholders sitting on the best returns since the coronavirus pandemic are preparing for the government to release a tax-and-spend plan that could make or break their year.

Brian Kersmanc at GQG Partners LLC says a decision to empty his funds of tech companies more than a year ago is finally starting to pay off.

Evelyn Chow 's space-focused stock fund is scouring Europe for bargains just as the looming debut of SpaceX supercharges valuations in the US.

After being “out of vogue” for years, Ariel Bezalel says his bond strategy is back in the spotlight. The fund manager has just wrapped up a tour across South America, where his message was straightforward: in a world of tremendous geopolitical volatility, flexibility pays.

Advances in artificial intelligence are leveling the field for fund managers, making it easier for boutique firms to compete with big macro and bond investors.

From digesting speeches in multiple languages and crunching global inflation numbers, to tracking company filings and the tone of investment committee

Fortschritte bei der künstlichen Intelligenz haben die Wettbewerbsbedingungen für Fondsmanager verändert und erleichtern es Boutique-Firmen, mit großen Makro- und Anleiheinvestoren zu konkurrieren.

Os avanços da inteligência artificial estão nivelando o campo de atuação entre gestores de fundos, facilitando a competição de empresas de nicho com grandes investidores macro e de renda fixa.