AI Boom Is ‘Real,’ and the Bond Selloff is ‘Perfectly Reasonable,’ Says Amundi’s O’Toole John O’Toole, Amundi Asia CIO, weighs in on AI growth, market concentration, rising bond yields and the biggest risk to investment forecasts. Karen Gilchrist
PitchBook: Anthropic’s Leaked Financials Reflect Fast Growth, but Not a $2 Trillion Valuation Harrison Rolfes
Eurozone Inflation Hits 3.8%, Adding Pressure on the ECB to Raise Interest Rates Again Antje Schiffler
This US Stock Is Outperforming the Market Yet Still Looks 39% Undervalued Improving fundamentals and industry trends could fuel further gains. George Maglares
AI Is Already Changing Fund Management, But Can it Pick Better Stocks? Portfolio managers are already using artificial intelligence tools in their daily work, but the long-term impact is harder to assess. Karen Gilchrist
Active ETFs Are Booming in Europe. What Will Drive the Next Phase of Growth? Equities currently account for most assets and flows, but fixed income is emerging as one of the most promising areas for future expansion. Valerio Baselli
Schneider Electric to Buy PTC in French Industrial Giant’s Largest-Ever Acquisition The USD 22.6 billion deal comes as the French electrification and automation firm seeks to bolster its data center business amid surging demand. Karen Gilchrist
PitchBook: Anthropic’s Leaked Financials Reflect Fast Growth, but Not a $2 Trillion Valuation Harrison Rolfes
AI Boom Is ‘Real,’ and the Bond Selloff is ‘Perfectly Reasonable,’ Says Amundi’s O’Toole Karen Gilchrist
Eurozone Inflation Hits 3.8%, Adding Pressure on the ECB to Raise Interest Rates Again Antje Schiffler
PitchBook: Anthropic’s Leaked Financials Reflect Fast Growth, but Not a $2 Trillion Valuation Harrison Rolfes
Eurozone Inflation Hits 3.8%, Adding Pressure on the ECB to Raise Interest Rates Again Antje Schiffler
Trustworthy AI: How Investors Should Assess Key Risks Around the Anthropic and OpenAI IPOs Kilian Theil
For SpaceX IPO Investors, a Long List of Unfriendly Shareholder Policies Leslie P. Norton and Tom Lauricella