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Patrick Graham
Article 2 min read

Chart Room: Who’s afraid of the large language model?

After a breakthrough year of hype and high investment, Fidelity’s annual Analyst Survey answers some of the questions about AI from on the ground.

Patrick Graham | 1 February 2024

Richard Edgar
Podcast 40 min listen

Rich Pickings podcast: What the lessons of 2023 can teach investors for the year ahead

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers.

Richard Edgar + 5 others | 20 December 2023

Tina Tian
Article 3 min read

China’s AI frenzy: beyond the hype

In China, like elsewhere, the frenzy over artificial intelligence (AI) is now shifting to how to monetise this novel and still imperfect technology.

Tina Tian + 2 others | 18 October 2023

Marcel Stötzel
Article 3 min read

Rise of artificial intelligence underlines role of ESG analysis

Society is calling for protection against the threats posed by AI. Incorporating AI considerations into investors’ ESG analysis of companies will help.

Marcel Stötzel + 2 others | 6 July 2023

Frank Wan
Article 3 min read

Fundamentals: The AI frenzy comes to China

Fundamentals: The AI frenzy comes to China

Frank Wan + 2 others | 21 June 2023

Catherine Yeung
Podcast 35 min listen

The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'

Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.

Catherine Yeung + 8 others | 21 March 2023

Jonathan Tseng
Article 4 min read

Fundamentals: Looking for winners in the AI arms race

ChatGPT is a watershed moment for the popular use of AI technology, but it will be as hard as ever piecing together the likely paths of development from here.

Jonathan Tseng + 2 others | 2 March 2023

Anna Stupnytska
Blog 3 min read

Data is helping to identify the diversity strategies that work

The approach to diversity is starting to shift away from random, box-ticking initiatives to a systematic, increasingly sophisticated, evidence-based journey.

Anna Stupnytska | 15 April 2019

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