The promise of GPT in asset management The text lays out a comprehensive analysis of the Generative Pre-trained Transformers (GPT), specifically focusing on their potential application within the asset management industry. The narrative highlights the evolution and potential benefits of
Meet Dominic Rizzo, the newly-appointed sole manager of the Global Technology Equity Strategy since April 1, 2023. Based in Baltimore, Rizzo brings a wealth of experience in investing across all equity style categories, from growth to value and large-cap to
Has artificial intelligence (AI) reached a commercial tipping point? The release of ChatGPT, a bot that can produce human-like text, has put AI in the spotlight. ChatGPT has already been used to write short stories, academic papers, jokes, job applications,
The main theme of the text is investment strategy and the use of AI to assist in making investment decisions. The article discusses the two stages of the investment framework and how ChatGPT's views are used to determine asset allocation.
What to watch Windsor Framework to the economic rescue – The lifted uncertainty could be sparing the UK economy 2.5% of business investment and a third of a GDP point in 2023-24. US monetary aggregates – The Swan song? Since
Find out about the key themes across science, technology and sustainability which are helping shape our future over the coming year – and beyond. 1. Focus on food security The recent supply chain disruptions – and the resulting empty supermarket
Technological change is an area in which individuals have consistently underappreciated pace. Through the decades our ability to adopt/consume technology has increased significantly (Figure 1). However, as humans, we regularly fail to appreciate this fact and as such disruptive technologies
De technologiesector is momenteel misschien uit de gratie geraakt, maar wij zijn van mening dat er veel beleggingskansen zijn, vooral in private markten. De waarderingen van technologiebedrijven zijn sterk gedaald ten opzichte van hun pieken, meegesleurd in een moeilijke macro-economische
With the peak in inflation in the early 1980s, investors as a whole have benefitted from a secular fall in inflation, driven by structural factors including supportive demographics, globalisation, and productivity-enhancing technology investments. Undoubtedly, the technology revolution will continue with
Cliff’s Perspective This adds another three months of data to the May entry in our series of value spread updates. Over the past two months, some portion of the market went temporarily (I hope) insane, punishing value, as we measure
Big data is fueling, informing and empowering businesses globally. As growthoriented investors, we see opportunities in best-in-class companies that are creating the technologies driving big data services. Highlights The demand for high-octane data has permeated every sector, with technologyrelated investments
Abstract The most common models to assess asset returns are a linear combination of risk factors. We have employed tree-based machine learning algorithms to capture nonlinearities and detect interaction effects among risk factors in the EUR and USD credit space.
Secure an accelerated digital transformation Cybersecurity is a core business requirement, providing a secure foundation to transform your enterprise and support your business. How do you maintain oversight and control over your cyber risk program? How fast can you go
Valuations were simply not sustainable The first half of 2022 was anything but pleasant for investors, especially those with exposure to the technology sector. Tech stocks across global markets experienced violent sell-offs, and tech indexes are now firmly in bear
Changing times Ever since we began our global survey of mining executives 12 years ago, one thing has been constant: the top risk for the industry has always been commodity prices. So this year marks quite a moment: commodities markets
The buzz swirling around the electric vehicle (EV) sector has been front and centre for investors looking to profit from the world’s transition to a net-zero carbon economy. Tesla recently skyrocketed to a US$1 trillion market cap, joining an elite
The past decade has been an exceptionally profitable period to be invested in global equity markets, with the MSCI AC World Index averaging 10.6% per annum in the 10 years to 31 March 2022*. Solid GDP growth, low interest rates
The Private Equity Market in 2021: The Allure of Growth In a record-breaking year, private equity investors made it plain that it’s not just about buyout anymore. By just about any measure, private equity set a remarkable new standard for
As the war unfolds in Ukraine, the understanding of its impact on the global economy is changing rapidly and some excellent analysis has already been produced. In this paper, Amundi Technology and Amundi Institute have used the Causality Link platform
De metaverse biedt een nieuwe wereld van beleggingskansen op het gebied van sociale media, ecommerce, leren op afstand en werken. Zin om op een zwoele zomerdag met een oude vriend aan de oevers van de Seine te gaan lopen? Misschien
The challenge of waste management has long been one of society’s primary challenges. Indeed, we can trace the origin of the waste management industry all the way back to the creation of the first municipal dump in Ancient Greece where,
Energy: Most of the companies that survived the initial shocks last year are now leaner with lower cost profiles, lower debt leverage metrics, lower capital spending, and have exhibited flexibility around shareholder distributions, all of which has contributed to stronger
The ongoing digital shift is being driven by an intensified need for enhanced productivity, affordability, and sustainability. The shift to Internet 3.0 (metaverse), electrification (sustainable transport and smart cities) and the need for next generation (low carbon) infrastructure are among
If the technology for making diabetes medicine hadn’t changed since the 1930s, today we’d need an area larger than the surface of the earth for raising pigs, harvesting insulin from their pancreases to help hundreds of millions of diabetics around
Executive summary Asia has already roiled the world with three waves of economic transformation. A fourth is now building, drawing on past strengths and adding new digital-age capabilities. By 2040 the world could look very different, with Asia representing half
China Internet Recent Highlights The rollout of new regulations for internet firms in China has led to investor uncertainty and market volatility. New regulations cover a wide range of issues from monopolistic practices to financial risk from online lenders, data
The digital renminbi is unlikely challenge the US dollar’s global dominance any time soon because of the Chinese currency’s structural limitations. However, it may prompt changes in China’s technology and financial sectors that could indirectly enhance the international competitiveness of
Market weekly: There are clear opportunities across the sector even if valuations of tech shares have now more than doubled from the pandemic lows of last March as technology emerged as the answer to many of the challenges the virus
China, Japan, technology, and value have potential to shape global markets in 2021 and beyond. T. Rowe Price Insights on International Equities: The rapid rise of China to the world’s second‑largest economy is widely observed. Yet, investors appear to underappreciate China’s
The use of software solutions by companies to improve competitiveness, efficiency and productivity, and reduce costs, is picking up pace – just in time, as a shortage of skilled workers continues to bite. Over several decades Japan has built a
A more complex relationship with a global impact 1 / It started with a trade war… 2 / …and has shifted to technology and human rights 3 / Regional political relations are becoming more complicated, too 4 / The battle
When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. Most large technology platforms are facing pressure from US and European authorities, while lawmakers on Capitol Hill seem more inclined to doing something
Markets have been climbing a wall of worry in 2021, reaching record highs even as investors brace for the possibility of elevated inflation, rising interest rates, runaway debt and a bitcoin bubble. With so much to trouble investors, many are
Lithium is now widely accepted as a key metal in the transition to electric vehicles (EVs) on our way to a net-zero economy, as exemplified by US Geological Survey’s (USGS) classification of lithium as a ‘critical mineral resource’. In this
Digital drive will boost productivity growth Why China’s vaccine surge is good news for the world How will age-related spending change in the next decade
The world runs on energy. Unfortunately for the future of the climate, the current energy system relies heavily on fossil fuels—the primary source of greenhouse gas emissions. Enabled by emerging technologies and rapidly declining costs, the transition from traditional fossil-based
Facial Recogntion and Human Rights: Investor Guidance Technology has brought the world some wonderful benefits – and some wonderful investments. Technology has allowed many professional workers to continue their jobs from their homes during the current pandemic. President Biden conducted
De uitbreiding van de digitale economie doet de vraag naar datacenters toenemen, maar baart ook zorgen over hun energieverbruik. De oplossing voor dit probleem is een aantrekkelijke belegging in groen vastgoed.
Technology has brought the world some wonderful benefits – and some wonderful investments. Technology has allowed many professional workers to continue their jobs from their homes during the current pandemic. President Biden conducted a significant portion of his election campaign from his basement. Yet we must be aware in any new technology that unintended consequences can arise.
Eliminating carbon dioxide emissions over the coming decades will require multi-billion dollar investments, as well as a wide range of efforts to reduce energy consumption, increase efficiency, electrify and decarbonise processes, and nurture alternative fuels to economic viability.
Meeting Paris Agreement climate change targets means tackling the harder-to-decarbonise areas of the economy with technologies that don’t yet exist at scale. There is no silver bullet to tackling climate change. It’s likely the answer to getting to net-zero emissions by mid-century is to deploy everything we have, but faster. 2050 is the target date for net zero that the Intergovernmental Panel on Climate Change (IPCC) says[1] is what’s needed …
There is no silver bullet to tackling climate change. It’s likely the answer to getting to net-zero emissions by mid-century is to deploy everything we have, but faster. 2050 is the target date for net zero that the Intergovernmental Panel on Climate Change (IPCC) says[1] is what’s needed to keep global temperature rises to below …
Welcome to the “next normal”—the new reality emerging from the ongoing COVID-19 pandemic. How will life, public health, and business continue to change? We’ve chronicled our response in a wide-ranging series of publications—more than 500 articles and counting since the
All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers. It is true that there is often no free lunch in investing, meaning that high
T. Rowe Price Insights on Global Technology We believe the sector’s long-term growth stories remain strong. The recent pullback in technology stocks strikes us as a normal bout of profit taking after the sector’s strong run. Although the broad-based sell-off can
Our clients are constantly grappling with market uncertainty, shrinking margins, changing regulatory requirements and a fast- changing technology landscape. As a result, their investment …
Humanity is facing two important trends. Over the next 30 years, our numbers will grow and our average age will increase. These demographic trends are taking place alongside huge structural shifts. The Fourth Industrial Revolution—powered by automation and connectivity—and the
Welcome to the “next normal”—the new reality emerging from the ongoing COVID-19 pandemic. How will life, public health, and business continue to change? We’ve chronicled our response in a wide-ranging series of publications—more than 500 articles and counting since the
In many things 90% is just fine; for an economy it is miserable Bankruptcies and the fear of a second wave Life will be hard—at least until a vaccine or a treatment is found
From lighter, longer-lasting batteries to a new breed of semiconductors, there are a host of investible technologies powering the electric car revolution.
