The Bank of England has cut interest rates by 25 basis points in the final Monetary Policy Committee meeting of the year, but ...
Many legacy strategies were designed for an era when defence meant hardware, not software; and platforms, not data, writes ...
HSBC Asset Management’s Olga de Tapia and Sefian Kasem discuss the firm’s track record in the ETF and passive space, and how ...
However, this concern is largely focused on the AI infrastructure companies, such as Nvidia, or hyperscalers Alphabet, Meta ...
Utilico's Jacqueline Broers explains why a weaker dollar can have a more pronounced positive impact on EM-listed ...
For Alphabet to become an AI leader, it has scope to provide its family of Gemini models to external clients. Some of the ...
Inflation fell further than expected in November, paving the way for the Bank of England to cut interest rates, say industry ...
Passives have been taking the lion’s share of flows but with where the environment is in terms of concentration, valuations ...
The likes of Amazon and Meta are tapping bond markets to fund AI spend, reshaping index compositions and creating new ...
Maybe the global economy, like Terry Pratchett’s Discworld, is held by four giant elephants standing on the back of a ...
Sonja Laud will co-head the newly-combined public and private markets business alongside Barry Gill ...
Pictet Asset Management’s Young Jae Lee, an early bull in semiconductor stocks, now has less conviction in the AI trade ...