CIO Dennis Follmer with Reuters: The Opportunity Beyond Big Tech
Where to look beyond the AI trade: higher-quality small and mid caps, Europe's re-industrialization, and emerging markets building new trade routes. Views are as of the recording date.
CIO Dennis Follmer with Reuters: How an AI Bubble Deflates
Why this bubble may not end the way the dot-com era did: giant cash flows, misallocated capital, and what a slow deflation could look like. Views are as of the recording date.
CIO Dennis Follmer on Channel News Asia
Gold as a "chaos hedge," harder questions for the AI capex trade, and how much room the Fed really has to cut. Views are as of the recording date.