AI trade is evolving, not ending, says Ninety One
The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.
#datacentres
Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.
‘Happening at the speed of light’: AI’s impact on portfolios and advice
Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.
Why I am overweight in US assets
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
AI’s energy appetite to spark global capacity expansion
The increased use of AI will demand a major build-out of data centres and greatly increase electricity consumption.
