The AI tree ends poorly, Quantum Computing and China
Below you will find a selection of the insight of the highest quality of top activaganagers and institutions from all over the world that you might have missed this week.
The skeptical value investor (Robeco)
Growth shares have been surpassed in the past decade value forces, with the lead of growth particularly clear on the American market.
The impact of artificial intelligence on markets (Marquette Associates)
Almost 80% of companies around the world now use a form of AI technology as part of daily activities, with 240 S&P 500 index components that quoted AI on 4Q24 win calls according to FactSet.
Simple Maths says that the AI Investment Boom ends poorly (first links)
Simply put, we will hit a wall on the current process, and soon. There is just not enough income and there can never be enough income.
The Art of Quantum Computing for Finance (University of Québec)
This assessment article discusses the application of Quantum Computing to financial problems, while the current approaches and their future perspectives are presented.
The Chinese Economy: Stimulus without balancing (Bruegel)
China remains hesitantly about the reinforcement of his growth model to greater consumption.
Great expectations – Increasing the bar (Orbis Investments)
Markets are a race between Fundamentals and Expectations. When the basic principles improve, the expectations must catch up and the prices follow. But when expectations get ahead, it is a different story.
Build a back office with a high speed (State Street)
The Back Office plays a crucial role in enabling companies to scale themselves and adapt to new challenges. As explaining leading consultants, optimizing back-office activities companies can help reduce costs and improve margins.
Red Thread: Europe Edition – Mid Year Report 2025 (UBS AM)
“Who do I call if I want to speak to Europe?” – Henry Kissinger. Although Europe has clearly made progress since this provocative jibe, many of the underlying challenges remain.
Projecting high potential apartments Submarkets (Invesco)
Invesco has developed a framework to determine which American markets/submarkets they think are best positioned to stimulate the fastest rental growth.
#Insights #week