AI to drive electricity demand and outperformance of infrastructure companies

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The investment case for infrastructure has never been stronger, with significant investment in power grids required due to the boom in artificial intelligence (“AI”), the green energy transition and onshoring

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AI stocks are due for a retrenchment, but AI benefits are real and will take decades to play out

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US equity market strength over the past year has been driven by the magnificent seven and artificial intelligence (AI) players, and this trend is set to continue into 2025 and

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Questions mount over how to regulate AI

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Policymakers face a significant challenge in regulating artificial intelligence (AI) as innovations quickly expand while citizens demand action to ensure AI applications don’t endanger their safety, according to Dr Kevin

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AI to impact high-paid workers more than manual workers: Epoch whitepaper

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Occupations most likely to be impacted by artificial intelligence (AI) are white-collar jobs, including well paid positions requiring high levels of formal education. On the other hand, the jobs least

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Recession… what recession?

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Since August of 2022 the Bloomberg consensus has placed a probability of 50% or more on a US recession occurring within the next 12 months. However, despite 525 basis points

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MMT – Free lunch or road to perdition?

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The following article is authored by two investment luminaries from Epoch Investment Partners: William W. Priest, CFA — Executive Chairman, Co-CIO and Portfolio Manager Kevin Hebner, PhD — Managing Director,

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Blitzscale and hope – unicorns, IPOs and the fear of repeating the late 1990s

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The current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fuelled a surge in IPO listings. It is perhaps unsurprising that this exuberance, especially when combined with inordinate

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Trump, Tech and Trade

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China 2025 is perceived as an existential threat to US commercial and technological leadership. This raises the risk that the Trump administration could conclude that its best response is to

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Is Japan investable through a cash flow prism?

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There are so many ways companies, sectors and economies can be viewed: many investors study traditional accounting metrics such as price/earnings (P/E) and price/book value (P/BV) ratios of companies and

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