Description
The hype around AI exploded into the public consciousness at the start of this year, largely due to the arrival of OpenAI’s ChatGPT. But as Abrie Pretorius and Nikhil Solanki explain, we’re actually at the start of the third AI-hype cycle, the first of which started in the 1950s! In this podcast, they look at the likely winners in the space and what this means for investors.
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Equity markets reacted favourably to the US election result. However, Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.
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Published 11/06/24
The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains,...
Published 10/18/24