Daily FNArena News - International

Oil price up, oil price down affects the direction of equity markets on a day-by-day basis, but are investors focusing on what really matters?

A global study has found asset managers around the world are preparing for AI to transform all aspects of their businesses

SaaS is most definitely dead and buried, argues GenInnov CEO Nilesh Jasani. Now the industry, and the world at large, must find out what sustainable future businesses will look like

The arrival of AI is fundamentally re-shaping industries. GenInnov CEO Nilesh Jasani believes investors have to update their views, and valuations, for the world’s leading memory manufacturers

Artificial intelligence is poised to change the world, but identifying who will ultimately create shareholder value out of this new technology remains a challenge, says Robert M. Almeida, Portfolio Manager and Global Investment Strategist MFS Investment Management

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