Interview: Nilesh Jasani, founder of the Geninnov Fund chatted with FNArena from Singapore about generative artificial intelligence, change and investing in innovation
While the election outcome isn’t likely to have a significant impact on private market operations and deal making overall, there may be a near-term pause around some deal making if the election is contested
Chinese authorities will have to do a whole lot more to fix their local economy, and share market, concludes XTB MENA’s Hani Abuagla
The health of the US economy trumps presidential politics, argues Federated Hermes’ Charlotte Daughtrey, with quality smaller cap companies to benefit most
Michael Howell, founder and managing director of CrossBorder Capital, chatted with FNArena from London about global liquidity, its impact on asset markets including equities, gold, bonds and commodities
Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out
Contrary to the naysayers and Gen AI “bubble” doomsters, major research houses remain upbeat, pragmatic and forward thinking on the megatrend, keeping an eye on the details for investors about what matters and where to find the winners
China’s Third Plenum has disappointed, with the country’s leaders setting priorities other than growth, Federated Hermes’ Martin Schulz explains
The best strategy for investors has been, and still is, to take guidance from fundamentals and where interest rates will be heading, says Hamilton Wealth
Investors are paying too much attention to Fed rate cuts while company fundamentals should be their focus, argues Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management