Daily FNArena News - International

Mike Fox, Head of Equities at Royal London Asset Management, argues labeling AI a ‘bubble’ is not doing investors any favours. Better to keep an open mind

Technology is no longer the world’s deflationary force, highlights GenInnov CEO Nilesh Jasani. That fundamental reversal is reshaping the world as we think we know it

Markets are using a hammer where a scalpel is most appropriate, MFS’ Robert Almeida argues, offering active investors with opportunity among AI losers and beneficiaries.

Enterprise software is undergoing its most significant reset in a generation. Franklin Equity believes investors who treat software as a uniform asset class will make costly mistakes

Investors should draw more confidence about the AI infrastructure boom from Nvidia’s latest quarterly update, Janus Henderson argues

AI is changing the world in many more ways than investors might realise. Time to adjust investment strategies, argues MFS’ Robert M. Almeida

Capital markets are changing with tectonic plates shifting at their greatest velocity for the past 40 years

As AI is creating a new world, financial markets are poised for change too, and well-diversified, active managers might find themselves in the new sweet spot, T. Rowe Price argues

Investing legend George Noble recently chatted with FNArena’s Danielle Ecuyer to breakdown how equity markets have changed, how investors can navigate the noise and volatility, and the investment themes (and stocks) he likes

The trend for increasing government intervention throughout South-East Asia should be on Australian investors’ radar