Daily FNArena News - International

Hyperscalers’ ambitious capital spending on generative AI projects represents a once-in-a-decade cycle, ClearBridge Investments suggests

GenInnov Global Innovation Fund founder Nilesh Jasani counters today’s doom and gloom environment when it comes to AI and the next technological revolution is primarily the result of lazy and ignorant commentary. Investors beware!

Whether or not a stock market bubble is forming has become a key debate for investors. ClearBridge Investments believes a boom may be on the horizon, driven by a favourable policy mix and a healthy consumer that should support earnings growth

Dividends are experiencing a firm uptrend globally but Australia is not keeping up. Gone are the days when iron ore producers featured among the world’s top payers

AI investment has collided with a technology stock market melt-up prompting a cri-de-coeur of ‘bubble’

The dollar appears to be under significant pressure. Not only in the near term, but also in the context of global investors’ strategic asset allocations

Financial markets are entering a new paradigm in which tangible fixed investment is replacing financial engineering, argues MFS’ strategist Robert M. Almeida

What should investors be watching over the near term and the longer term as the U.S.-China relationship evolves?

OpenAI represents a suite of opportunities and risks for Big Tech and investors as AI adoption is changing the world as we know it

The summer has brought more clarity on the specifics of trade and fiscal policy under President Donald Trump. Now investors must weigh the implications for inflation, the economy, and monetary policy