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Professional Investors
Four reasons to reconsider your global passive exposure
Is it time to reassess your global passive exposure?
Artemis examines the potential risks associated with over-reliance on market-cap-weighted indices.
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Professional Investors
Looking beyond AI's leaders
Looking beyond AI's leaders
Artemis examines where investors may find opportunities as AI adoption broadens across the economy.
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Professional Investors
Artificial Intelligence – the environment's ally
Artificial Intelligence – the environment’s ally
AI’s prowess is being used to address the major issues that have hindered our planet for decades.
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Professional Investors
The Growing Compute Shortage
"Lazarus" moments and supply chain bottlenecks: How the AI-driven compute shortage affects supply chain companies
Compute is becoming an invaluable resource - like the "spice" of Frank Herbert's Dune. The cost of components...
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Professional Investors
Renewable energy is catching a second wind
Renewable energy is catching a second wind
Renewable energy deployment is accelerating at a record pace as countries prioritise both decarbonisation...
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Professional Investors
AI is transforming fund research — but not investment decisions
AI is transforming fund research — but not investment decisions
Morningstar finds generative AI is delivering firms with productivity gains but has not crossed the...
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Professional Investors
The AI cycle is evolving. How can investors capture productivity gains?
The AI cycle is evolving. How can investors capture productivity gains?
Fidelity's Equities Monthly explores global equity market gains and the widening opportunity set in tech....
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Professional Investors
SpaceX IPO: The hype, the price, and the opportunity
SpaceX IPO: The hype, the price, and the opportunity
Is its valuation justified?
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Professional Investors
Value investing in a volatile world: What the numbers are telling us
Value investing in a volatile world: What the numbers are telling us
Alliance Bernstein on why value stocks have shown greater resilience than many expected and what that...
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Professional Investors
Why electricity is becoming the defining geopolitical asset of our time
Why electricity is becoming the defining geopolitical asset of our time
Deutsche Bank Wealth Management's latest research sets out why the global energy transition is more complex,...
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Professional Investors
Artificial intelligence: Ten investment truths
Artificial intelligence: Ten investment truths
Three years ago, artificial intelligence was a topic of mere curiosity, but today is the subject of capital...
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Professional Investors
The fastest revenue ramp in tech history, and the infrastructure buildout behind it
The fastest revenue ramp in tech history, and the infrastructure buildout behind it
Leading AI labs are scaling revenue at an unprecedented pace, but this growth depends on a vast physical...
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