After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
Insights
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
The importance of fundamental research in an environment where stock market dispersion is increasing.
What are the benefits of an active fund approach to investing in tech stocks compared to picking individual stocks?
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
Recent advancements have AI models on the cusp of exhibiting reasoning – a development that will likely have massive economic implications.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
Market concerns around DeepSeek's most recent LLM developments and its implications for investors.
Discussion on the implications of the mega AI infrastructure project on the technology sector.
While the growing potential of generative AI is undeniably exciting, expectations and stock valuations need to be realistic to identify the true beneficiaries of this technological evolution.