As we stand on the brink of a new era, the wave of artificial intelligence (AI) investment is just beginning. This transformative technology promises to revolutionise industries, reshape economies, and redefine the boundaries of human potential. For investors, the...
Tesla is a mega cap company with a long-term vision to change the world through its innovative technologies. Known for its game changing electric vehicles and advanced software, led by the enigmatic Elon Musk, the company’s story is as much about its technological...
The arrival of artificial intelligence (AI) into the mainstream has taken the investing world by storm. AI demands vast amounts of data and immense computing power to perform complex tasks. This has led to a rapid escalation of AI-related stocks, with Nvidia (NASDAQ:...
With June 30 now in the rear vision window, we suspect your attention has turned to digging up old receipts and preparing your tax returns. For the global fund, the date represents an important milestone to review our performance for the financial year; what went...
In recent years, the trend of deglobalisation and “reshoring”—bringing manufacturing production back home to the US—has gained momentum. This shift is accelerating due to the Biden administration’s investments, tax incentives, and a tougher stance on China’s...
Throughout market history, stocks, sectors, and thematic investments have experienced a swinging pendulum of sentiment, oscillating between overly pessimistic and overly optimistic extremes. As we’ve noted many times, successful investing requires second-level...
Finding unique opportunities in Japan is a thematic we have been enthusiastic about consistently over the years. Japanese balance sheets have historically been less than optimal, with many companies holding excessive cash reserves instead of returning capital to...
China's journey in vehicle production is a tale of rapid transformation and global ambition. From its early days of manufacturing basic, low-cost cars, China has grown into a powerhouse of innovation, particularly with the rise of electric vehicles (EVs). Central to...
New technologies like AI and generative AI are at an inflection point, infiltrating our daily lives from work to play. Tools like ChatGPT have become household names, with each iteration bringing astonishing improvements. However, flying more under the radar is the...
Technology advancements, particularly in artificial intelligence (AI), have been pivotal in driving market dynamics recently, with notable companies like Nvidia (NASDAQ: NVDA), Meta (NASDAQ: META), and Alphabet (NASDAQ: GOOG) experiencing significant stock price...
Sometimes the macroeconomic outlook changes like the weather, and investors find themselves sailing in a crosswind of uncertainty. The Reserve Bank of Australia (RBA) is ensnared in a catch-22 dilemma: whether to raise rates to tame inflation and risk plunging the...
Few entities wield as much influence as tech behemoths Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG). These tech titans' quarterly performances serve as litmus tests for market sentiment and economic health. As stalwarts in their respective domains, Microsoft's...
