4 Ways That AI is Changing How We Invest

4 Ways That AI is Changing How We Invest

Why This Legendary Investor Is Staking It All on Deep Learning Machines Three Big Predictions for the Investment Community Legendary macro manager Paul Tudor Jones has been having a rough time of late. Last year, his funds were struggling for performance and investors...

Why Tech Titans Are Now A Big Threat to Banks

Why Tech Titans Are Now A Big Threat to Banks

Why Alibaba Could Be The Next Banking Giant The Biggest Story for Investors in 2017 The global financial industry as we know it is facing a great existential threat. New disruptors are challenging at every level of the financial stack. Robot-analyst Kensho...

Three Strategies for an Absurd World

Three Strategies for an Absurd World

"Darkness is good!" The death of the finacialisation model Donald Trump, Rodrigo Duterte, Kim Jong-un, Vladimir Putin, Jacob Zuma, Boris Johnson. We are living in a world that increasingly resembles Guignol's Theatre of the Absurd. It’s a drama with an infernal mix of...

The Heft Economy

The Heft Economy

Have we hit 'peak trade'? The real buildout Trump signals a trillion dollar infrastructure plan and suddenly the heft economy of diggers, builders and engineers is commanding investor attention again. John Deere seems more future-filled and real than Facebook. The US...

Trump v Silicon Valley v China

Trump v Silicon Valley v China

Seven key considerations for investors Why China could benefit So what should we think about President Trump -- a hybrid of Andrew Jackson and Teddy Roosevelt? It’s as well not to rush to judgement as the jury's still out but over the last week we have been stewing...