Consider how global mega forces are impacting portfolios
We explore how AI-driven productivity gains could influence inflation and interest rates—and why the path from innovation to disinflation is far from straightforward.
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...
Shaping the industry: Electrification, affordability, and AI
Systematic bond investing needs specialist skills and resources. Has your manager got what it takes? Investors are warming to systematic processes in bond markets. In this new approach, a dynamic m...
As retirement plans grow more complex, Pooled Employer Plans (PEPs) are helping organizations reduce risk, lower costs and improve employee outcomes through scale, innovation and expert management.
It is no exaggeration that artificial intelligence (AI) is dominating investment discourse today, with debate raging over whether we really are on the precipice of a revolution that will power the...
Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its financial applications and risks.
[External Link] Katsunori Ogawa, Chief Portfolio Manager for Sakigake High Alpha at SuMi TRUST AM, shared his views with WealthBriefing on the long-term outlook for AI investment, highlighting that...
The first phase of the AI boom rewarded companies that supplied the hardware. The next phase may favor companies that can turn AI investment into lasting profits. Find out more from Templeton Globa...
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