20 juni 2024

Fundamental equity—2024 mid-year outlook

In recent weeks, expectations about when central banks will start an easing cycle have been a major influence on financial markets. However, there’s also been significant enthusiasm for the rollout of Artificial Intelligence (AI) infrastructure, bolstered by strong corporate earnings, which has contributed to an overall positive market sentiment. Yet, challenges remain, both geopolitically and macroeconomically.

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30 mei 2024

AI winners continue to present an attractive risk-reward profile

Is the current AI craze a lead-up to another bubble? Or are there concrete differences that underpin its long-term value?

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30 mei 2024

AI driving efficiency in trillion-dollar industries

When ChatGPT captured global attention at the end of 2022, it quickly demonstrated the immense potential of AI. For the first time, humans and machines could communicate using everyday language, instead of code. Initially, this led to widespread curiosity, and within months, ChatGPT amassed over 100 million users. Despite this rapid “consumer” adoption, significant monetisable enterprise use cases seemed elusive, prompting scepticism about whether AI was merely hype.

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