Gutenberg to GPT: AI as the next frontier in asset management
AI is reshaping financial services. In this keynote delivered at the PSG conference, Khadeeja Bassier, COO at Ninety One, explores how tools like ChatGPT and Claude enhance research, storytelling,...
Ninety One 3rd Jun 2025
Responding to the AI-driven boom in water demand
Fidelity’s Cornelia Furse and Alexander Laing discuss the role of AI in driving water demand.
Fidelity International 6th May 2025
Emerging markets in a fractured world
This a fragile moment for the global economy. The new administration in the US is sowing uncertainty across the world, upending geopolitical norms and long-established trading patterns.
Adviser-Hub 1st Apr 2025
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
Baillie Gifford | US perspectives: AI evolves again
Baillie Gifford explores how the rapid market shift in AI and computer processing is transforming industries.
Baillie Gifford 18th Mar 2025
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
AI’s big breakthrough won’t happen this year
Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away. For now, though, the big names in technolog...
Fidelity International 4th Mar 2025
AI revolution: behind the 'overnight' success
Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.
Baillie Gifford 13th Feb 2025
Four AI bottlenecks could bolster old-economy companies
Certain resource constraints could prevent AI growth rates from meeting lofty expectations, but the bottlenecks might not be where you expect, says Capital Group.
Capital Group 17th Oct 2024
Scottish Mortgage on disrupting disease with AI
Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains. Capital at risk.
Baillie Gifford 12th Oct 2021
Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains.
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