Is Google’s LaMDA Chatbot Sentient?
Google’s LaMDA has reignited the debate about the ethical risks of AI development and application. Mary Manning from Alphinity IM asks the key question: Is it sentient?
Read MoreGoogle’s LaMDA has reignited the debate about the ethical risks of AI development and application. Mary Manning from Alphinity IM asks the key question: Is it sentient?
Read MoreT. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the markets at the moment, with a special focus on interest rates, inflation and housing prices in a global context.
Read MoreYTD volatility has been enough to make even seasoned investors question their allocations. GAM Investments’ Julian Howard argues the fundamental case for equities remains solid.
Read MoreIn this torrid market with its stacked-up adversities, Fidelity’s Tom Stevenson puts forth a case for patience, remaining invested and systematically putting one’s money to work.
Read MoreWhile the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the trajectory of emerging markets on more stable footing.
Read MoreKatana Asset Management Portfolio Manager Romano Sala Tenna discusses ASX valuations, getting exposure to clean energy, investment philosophy and market outlook.
Read MoreThe slowdown in the Chinese real estate market has put pressure on China’s GDP growth. GAM’s Jian Shi Cortesi answers some key questions about the sector’s risks going forward.
Read MoreAndy Acker from Janus Henderson says the health care sector could now be well positioned to offer both defense against market volatility and opportunities for long-term growth.
Read MoreAs Magellan Investment Specialist Michael Collins writes, an overreliance on vanishing Russian fossil fuels will continue to torment Europe for the foreseeable future.
Read MoreWhile market dynamics have changed, TRP’s Justin Thomson believes investors who adapt to the new paradigm stand a good chance of emerging from this difficult period stronger than ever.
Read MoreMoat investing, popularised by Warren Buffett, regards the castle as the business and the moat as its competitive advantage: the wider the moat, the better.
Read MoreRhetoric from the Fed has made it clear: inflation is the focus; recession the risk. Expect higher interest rate volatility as core inflation remains elevated and growth weakens.
Read MoreCentral banks have come out fighting inflation. The shorter-term implications for growth are not good, but higher yields may make fixed income an important diversifying asset.
Read MoreThe irrational decisions we make – often the result of an inbuilt human bias – are unconscious errors in our thinking that can influence everything from our pantry to our portfolio.
Read MoreDuring this period of economic uncertainty and market stress, investors may be surprised to discover how a strategy targeting stocks that lose less in a downturn can beat the market over time.
Read MoreIn his 8-minute speech at the recent Jackson Hole symposium, Chair Jerome Powell made sure the Fed’s view on the 17% rally in the S&P500 index could not be clearer.
Read MoreMax Andrews from AgFood takes a look at how the local water market is holding up at present, most topical in light of the drought and extreme heat being experienced elsewhere.
Read MoreKKR’s recently-launched GCOF is a global, diversified credit strategy that invests across high yield bonds, bank loans and structured credit across developed markets.
Read MoreAMP’s Shane Oliver looks at the challenge posed by Australia’s slowdown in productivity growth which is attracting more discussion lately given falling real wages and the Jobs and Skills Summit.
Read MoreThe inflation rate in Australia is 6.1% and is calculated by the ABS every quarter. It will come as no surprise to anyone buying goods and services that prices have gone up.
Read MoreWe still don’t know whether what we saw through July and mid-August was a ‘bear-market-rally’, but we do know that Jerome Powell’s hawkish rhetoric stopped it in its tracks.
Read MoreAlphinity’s Trent Masters analyses the reporting season that wasn’t quite as bad as people feared, earnings expectations for this year and next and the divergence in technology.
Read MoreFidelity has produced a series reviewing the ‘super’ sectors of the Australian ASX300 excluding the ASX50 stocks. In part two, James Abela and Monique Rooney look at ‘Cyclicals’.
Read MoreDividend yields (on average) now exceed pre-COVID levels, but averages can be misleading; deeper analysis reveals that these dividends have become highly concentrated.
Read MoreAccording to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices. Quay Global looks into why this is yet to happen.
Read MoreHugh Giddy from IML looks at how we got into the current high inflation environment and how central banks, governments and economic modelling have all contributed to it.
Read MoreAusbil’s Arden Jennings and Andrew Peros discuss their firm’s Australian SmallCap Fund, investment thematics, and the outlook for small caps going forward.
Read MoreThe gradual erosion of trust means that investors and companies should be seeking to build resilience rather than waiting and hoping for a return to calmer times.
Read MoreHamish Chamberlayne and Richard Clode from Janus Henderson discuss how the tiny graphics chip is playing a huge role within the global digital transformation.
Read MoreIn this week’s Insights column, AMP’s Shane Oliver takes a look at seven charts he sees as critical for the investment outlook over the oncoming weeks and months.
Read MoreFor Michael O’Neill and Daniel Moore from Investors Mutual, the key themes that stood out from the recent reporting season were inflation, consumer spending and cashflow.
Read MoreIn an inflationary economic environment, investors will be thinking about how to protect their purchasing power as the cost of living rises. Fidelity has a few ideas.
Read MoreThe decision to remove Tesla from the S&P 500 ESG index earlier this year made it clear that a single, data driven ESG rating cannot be everything at once.
Read More4D’s Sarah Shaw and Tasneef Rahman report on their European meetings with management teams from regulated utilities, renewables, communications and transport.
Read MoreMarkets have moved with such velocity in both directions since the COVID outbreak began it has been tough for investors to adjust with so much conflicting information being circulated.
Read MoreIn an uncertain market, diversification across asset classes, countries, sectors and regions is paramount. Fidelity looks at one method of achieving this: investing in Global Shares.
Read MoreAMP’s Shane Oliver looks at the outlook for home prices and details three reasons why he thinks this downturn will likely be deeper and the recovery slower than in past cycles.
Read MoreRapid growth, high barriers to entry, and massive innovation are just three reasons Platinum’s Liam Farlow believes batteries are an exciting area to invest in over the next 5-10 years.
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