There are 11 item(s) tagged with the keyword "AI".
Displaying: 1 - 10 of 11
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management
Artificial intelligence continues to dominate headlines, but investors may be overlooking a range of compelling opportunities emerging elsewhere in the market.
| . |
How the artificial intelligence equity story is now a bond story too.
UK equities continue to trade at attractive valuations despite an improving market backdrop. At the same time, artificial intelligence is reshaping industries and business models, reinforcing the importance of disciplined stock selection and careful attention to valuation. Here, Alex Wright, Portfolio Manager of Fidelity Special Situations and Special Values, discusses where he continues to find opportunities across the UK market.
Our latest Analyst Survey, a visit to Silicon Valley, and research from Fidelity’s multi-asset and macro teams offer signs of where next for the AI revolution, both for businesses to invest in and the months ahead in markets.
Artificial Intelligence (AI) and structural reforms, especially in Europe, present investors with the opportunity to seek out the companies that we believe stand to benefit most from what are likely to be substantial productivity gains. Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto discuss the implications in their 2026 outlook.
Displaying: 1 - 10 of 11