Adviser-Hub articles

Articles tagged: AI
Article-Technology-03-smll2024 Analysis & Opinion

Harnessing growth themes in emerging markets

For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...

Adviser-Hub 31st Mar 2025

nione_gemai260325 Partner Zone

Hidden GEMs: AI’s new power shift – how DeepSeek is challenging US tech supremacy

Ninety One’s Anton du Plooy discusses how DeepSeek's AI breakthrough is challenging US dominance, bypassing restrictions and reshaping global AI investment and geopolitics.

Ninety One 26th Mar 2025

Article-Chart-03-smll2024 Analysis & Opinion

The Week: The rise of passive faces a threat from US weakness

The rise of passive faces a threat from US weakness.

Adviser-Hub 13th Mar 2025

cpgrp_five050325 Partner Zone

Five keys to investing in 2025

Watch Capital Group portfolio manager Rob Lovelace and economist Jared Franz discuss economic cycles, developments in AI and healthcare, and the impact tariffs could have on markets.

Capital Group 5th Mar 2025

fil_ai300125 Analysis & Opinion

AI’s big breakthrough won’t happen this year

Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.

Fidelity International 30th Jan 2025

nione_balan211124 Partner Zone

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 5th Dec 2024

cg_aiesg291024 Analysis & Opinion

The rise of AI and ESG

AI is touching almost every corner of the global economy – Capital Group explores the implications for ESG issues.

Capital Group 5th Nov 2024

cg_aiesg291024 Partner Zone

The rise of AI and ESG

AI is touching almost every corner of the global economy – but what are the implications for ESG issues?

Capital Group 29th Oct 2024

nineo_airevol24924a Analysis & Opinion

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy – as a result, the growth opportunity across the clean-tech value chain is multiplying, says Ninety One.

Ninety One 24th Sep 2024

abrdn_aia Analysis & Opinion

Thematic equities: the next frontiers in AI

Where are the next investment opportunities in AI? abrdn details three themes that they think will drive the future of AI.

Aberdeen Investments 15th Aug 2024

cg_aifevera Partner Zone

AI fever: has it gotten too hot?

Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold.

Capital Group 24th Jul 2024

Partner Zone

Webinar: Can tech dominance continue into 2024?

The dominance of tech stocks seen in 2023 has continued so far in 2024, driven by a strong rally in artificial intelligence and mega cap names. Fidelity Global Technology portfolio manager Hyun Ho...

Fidelity International 7th Mar 2024

Partner Zone

NVIDIA: Accelerating AI

Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen H...

Baillie Gifford 8th Dec 2023

Partner Zone

The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors. 

Ninety One 27th Oct 2023

Partner Zone

Where next for equity valuations? The AI effect

Distinct valuation ‘eras’ can be seen in stock markets across the decades, typically driven by broader macro trends. 

Capital Group 20th Oct 2023

Analysis & Opinion

AI and the new tech megacycle

Many technology stocks have soared since ChatGPT captured the public's imagination earlier this year. Capital Group believes this is the start of the next...

Capital Group 17th Aug 2023

Partner Zone

Has artificial intelligence reached a commercial tipping point?

Capital Group portfolio managers and analysts examine recent breakthroughs in the AI space and whether the sector may be nearing a commercial tipping point.

Capital Group 20th Apr 2023

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