Tag: Technology
The New Asian Tigers: At the Heart of the Artificial Intelligence Revolution
Following a recent research trip to Taiwan and South Korea,...
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Carmignac Portfolio Tech Solutions: A Fund that Represents a Long-Term Conviction
How to assess our approach to technology sector equities since...
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AI vs. SaaS: Who Wins the Future of Software
There’s growing chatter in tech circles suggesting that SaaS—Software as...
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Is Quantum Computing Approaching a Tipping Point?
Wave after wave of transformative technologies have marked the past...
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Vaclav Smil — Innovation with Grains of Salt
Professor Vaclav Smil cautions about the hyperbolic claims being made...
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Season 7, Post 16: On Robots, Races and Research
Your author has participated in many half marathons (and has...
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Quantitative Strategies: Distilling the Best of Active and Passive
Quantitative strategies represent the best of active and passive approaches....
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Software-As-A-Compounder
Technology remains a core, long term holding with Carmignac’s Global...
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Artificial Intelligence in Transition
From American titans to new international players Two years after...
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