Tag: Technology
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Mitigate Nvidia Risk with a Value-Chain Exposure to AI
The recent earnings announcement from Nvidia was historic. It’s not...
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AI Has a Dream (and it’s not about Electric Sheep)
Generative AI has captured the public imagination since the public...
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How Innovative Asian Firms Have Conquered Niche Environmental Solutions
The rapid electrification of the car market illustrates global opportunities...
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Q1 2023 Active Insights: Interesting Times?
This quarter’s edition includes our Head of Active Strategies Colin...
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Technology Stocks: Long-Term Trends Present Compelling Opportunities
Key points A rotation from Growth to Value has left...
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Cathie Wood on the Unprecedented Disruption Ahead
The founder and CEO of ARK Invest is keeping her...
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The Blood-Brain Barrier: The Last Frontier?
Technology enabling the penetration of substances through the blood-brain barrier...
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Cloud Computing: What are the Big Players Telling Us?
Each earnings season, we become accustomed to certain patterns. One...
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