Daily FNArena News - International

Every new technology triggers scary ‘what if’ narratives, but investors should focus on the underlying dynamics of today’s AI buildout, argues Jordan Stuart, Vice President, Investment Director at Federated Hermes

MFS Investment Management’s Benoit Anne breaks down the importance of sovereign troubles in France and how rising bond yields have introduced a different script for equities

MFS Investment Management’s Benoit Anne digs deeper into why US bond yields are on the rise and what it means for other assets

Higher bond yields are not necessarily part of the markets are breaking down narrative, says Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management

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