Two-Minute Tech

Chipmakers rode the first generative AI wave. Who’s next?

Artificial intelligence certainly made headlines in 2023, but how many companies actually made money from it? ChatGPT and other generative AI tools have directly benefited a small number of stocks so far – particularly the semiconductor firms that make essential chips.

Two-Minute Tech

How AI Is Powering a New Era of Industrial Automation

While ChatGPT captured the public’s imagination, the staid manufacturing sector was already putting AI to work – potentially reaping more benefits than any other sector, according to McKinsey.

Outlook 2024: targeting opportunities

A new investment environment is emerging with opportunities that may not have existed in years. Uncertainty remains high, but the good news is, in 2024, investors may be rewarded for taking risk again.

Embracing Disruption

The pillars of premium brands’ price-setting power

Thanks to their price-setting power, premium and luxury brands can offer compelling investment opportunities, even in high inflation environments.

China: what’s behind the headlines?

July’s macro data portrayed a sluggish picture of the economic growth outlook in China. Here we look beyond the headlines to provide a more comprehensive assessment of the economy and conclude this is not the “sudden stop” scenario some have suggested.

Silver lining: how a recession may help economies and investors reset

We think recession is a real prospect and while any downturn creates challenges, it may offer potential entry points for investors.