Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.
This paper discusses how passive investment strategies have driven the market narrowness and increased equity markets’ price inelasticity.
Generative AI is the innovative form of artificial intelligence that analyzes and uses existing data and creates new and unique content. And soon, generative AI will be as integral to our daily lives as a smartphone. Where are we right now in the AI wave sweeping over us – and what can we expect? Morten Springborg, theme specialist at C WorldWide, provides some insights here.
Computing's evolution, epitomized by Qualcomm/ARM, Samsung/Apple, and Google/Facebook/Uber in the mobile era, shifts from semiconductors to infrastructure to software/services, a pattern expected to repeat in the emerging GenAI era.
Med høy stabilitet, betydelig erfaring kombinert med kontinuitet i filosofi og prosess har vi i snart 40 år vist at langsiktig overlegen avkastning er oppnåelig. Våre kunder er trygge på at vi vil fortsette å levere meravkastning og velger å investere hos oss tross hard konkurranse med kapitalforvaltere fra hele verden. Vi ser frem til de neste tiårene, konkurrere i kapitalforvaltningens Champions League og ivareta den viktige rollen som aktiv kapitalforvalter.