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.
Listed infrastructure powers AI—and vice versa
The potential of AI and data growth to drive significant infrastructure investment represents an emerging long-term thematic driver for the listed infrastructure asset class, according to ClearBridge Investments.
Blockchain Bill IV ‘major push’ for future capital market infrastructure
In light of the recent blockchain law proposal, founder and CEO of Moniflo, Georges Bock, shares his views on the potential of distributed ledger technology (DLT) in transforming capital market infrastructure.
Schroders : Five market-moving sustainability risks with potential to impact now
Schroders : Five market-moving sustainability risks with potential to impact now
PGIM: Stealth bond bull market continues
Attractive starting yields, impending rate cuts, resilient corporate fundamentals, and subdued default rates contribute to a compelling outlook for bonds.
Chart of the Week: a chart that argues against a recession
A new (American) recession remains a hot topic. And it’s understandable because a significant series of interest rate hikes by the Federal Reserve, coupled with an inverted yield curve, typically leads to economic trouble. You’d need a well-supported “this time is different” argument to claim there’s no chance of a recession.