After six consecutive months of equity market gains, November saw the onset of volatility and risk aversion sparked by growing concerns around elevated valuations of Artificial Intelligence (AI) related stocks and the enormous capital expenditure and financing required by them to develop infrastructure and ever more powerful compute and inference capabilities. Listen to James Hibbs, Head of Melville Douglas Diversified, discussing as to whether we are in an AI led equity market bubble o...
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After six consecutive months of equity market gains, November saw the onset of volatility and risk aversion sparked by growing concerns around elevated valuations of Artificial Intelligence (AI) related stocks and the enormous capital expenditure and financing required by them to develop infrastructure and ever more powerful compute and inference capabilities. Listen to James Hibbs, Head of Melville Douglas Diversified, discussing as to whether we are in an AI led equity market bubble o...
The AI Pivot: Unpacking 2023’s Transformative Moment and Its Market Impact
The Offshore Advantage: Wealth, Banking & Beyond
9 minutes
2 years ago
The AI Pivot: Unpacking 2023’s Transformative Moment and Its Market Impact
Artificial Intelligence, or AI, has been one of the most resonating themes of 2023. In this episode we go beyond the hype, dissecting whether these AI advancements will truly herald a transformative era in technology. Join Justin Maloney, Fund Manager of the Melville Douglas Global Equity Fund, in discussion with Chris Willis, Global Technology Analyst, as they delve into this topic and what it means for the companies owned in the Global Equity Fund. About Standard Bank Offshore Standard...
The Offshore Advantage: Wealth, Banking & Beyond
After six consecutive months of equity market gains, November saw the onset of volatility and risk aversion sparked by growing concerns around elevated valuations of Artificial Intelligence (AI) related stocks and the enormous capital expenditure and financing required by them to develop infrastructure and ever more powerful compute and inference capabilities. Listen to James Hibbs, Head of Melville Douglas Diversified, discussing as to whether we are in an AI led equity market bubble o...
