Markets are pricing in long-term AI winners. This veteran investor says history proves customers win more than innovators.
Rob Arnott, chairman of Syzygy Asset Management, says the perceived AI winners of today may be far from reality.
Similar Posts
Test Spon Con – Scotsman Guide
Test Spon Con – Scotsman Guide Skip to content error: Content is protected !! This website uses cookies to enhance user experience and to analyze performance and traffic on our website. We may also share information about your use of our site with our social media, advertising and analytics partners. Not consenting or…
Crest Nicholson cuts outlook as weaker sales weigh on completions
Crest Nicholson has cut its FY26 completion guidance, despite making progress on debt reduction and cash optimisation. CRE Herald Market analysis, deal insights, and sector research trusted by fund managers, asset managers, and senior executives. Subscribe Now Login To Unlock The Content! Previous articlePwC…
Ituran: Strong Q2 Results Reveal The Data Opportunity Hidden Inside Its Telematics Network
This article was written by Follow Apart from my academic training in Biology and Chemistry, I hold a Ph.D. in Environmental Science with a specialization in Bio-Medical Waste Management. My areas of research and analysis include clean technologies, renewable energy, pollution control systems, and environmental compliance solutions. I follow companies operating in these sectors using…
AI may hurt IT today, but it could create the sector’s next growth engine: Baroda BNP Paribas MF
Artificial intelligence may be disrupting India’s $280-billion IT services industry today, but the technology could ultimately create its next wave of growth rather than destroy it, according to Rohan Korde, Fund Manager at Baroda BNP Paribas Mutual Fund. The fund house believes the recent correction in IT stocks reflects concerns over tariffs, AI-led disruption and…
Conveyancing regulator defends actions after criticism
The Council for Licensed Conveyancers (CLC) has responded to criticism from the Legal Services Consumer Panel, defending its regulatory approach and emphasising that a BBC Panorama investigation last year exposed issues with unregulated estate agents rather than conveyancers. The dispute centres on the panel’s recently published report, ‘A Regulatory Framework for the Future’, which examined…
Federal Government To Sell Nearly 31K SF In Five Points: The Denver Deal Sheet
The U.S. General Services Administration plans to sell two garages it owns in Denver’s Five Points neighborhood totaling nearly 31K SF. The properties being sold include a two-story, 19K SF garage at 2106 California St. and a one-story, 12K SF garage at 2101 Welton St. Photo credit: Pixabay/chachpond Downtown Denver Skyline Bidding for each property starts…
