The AI revolution is separating the wheat from the chaff
Technological dominance is the new geopolitical battleground. Companies and countries alike must embrace artificial intelligence if they don’t want to be left behind. This is part six in Investment Officer’s seven-part special series on geopolitics and investing.
Is the Eurozone really outperforming the U.S. on debt? Not so fast!
It might seem like Europe has its financial house in better order than the United States. But hold on a moment — this might just be an optical illusion!
PGIM Investments: Growth stock resilience in a moderating world
Jennison Associates’ Mark Baribeau explains why he’s optimistic about the ability of secular growth opportunities with durable demand to weather heightened macro uncertainty.
Fund Radar: corporate bonds are attractive, popular, and expensive
The fortunes of corporate bonds seem heavily reliant on a ‘soft landing’ scenario, given the tight spreads. However, recent history reminds us that spreads can easily double during a recession.
Transfer Thursday: EBRD, Degroof, Solidum, Lighthouse
This week’s overview includes updates from the EBRD, Degroof Petercam, Solidum and Lighthouse Canton.
Nvidia disappoints with revenue expectations, delays new chip
Nvidia, the crown jewel of the AI revolution, failed to meet investors’ high expectations on Wednesday night as its third-quarter revenue forecast fell short due to a snag in the production of its new Blackwell chip.
‘Comrade Kamala‘s’ economic plans get lukewarm reception
Kamala Harris’ plans to significantly raise corporate taxes and control price increases for essential goods, but these proposals are not being well-received by investors and economists
Empowering change: the role of global impact funds in shaping a sustainable future
As the climate crisis and mounting social issues increasingly demand our attention, business risks and opportunities are showing up in areas like healthcare, waste management and agriculture. We believe that companies offering solutions to climate and social challenges represent a compelling proposition for investors.
RBC BlueBay - Forward-looking sustainability themes in Fixed Income
How do you avoid being stuck in the past while looking for the sectors of the future?
Aegon AM appoints Shawn Johnson as new CEO
Aegon N.V. has named Shawn C.D. Johnson as the new Chief Executive Officer of Aegon Asset Management (Aegon AM). Johnson will assume his role on 23 September, succeeding Bas NieuweWeme, who is stepping down to pursue other career opportunities. NieuweWeme will remain with the company as an advisor until 1 December to ensure a smooth transition.