Talking Heads – AI investment: the mega-caps ‘arms race’ is on

Talking Heads – AI investment: the mega-caps ...

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Talking Heads: US high yield: Resilience against interest rate and spread volatility

The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite widening dispersion across ind ...  Show more

 . 16min 34sec
Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway

Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, ...  Show more

 . 14min 50sec

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