Midway through the Christmas holidays I heard my daughter scream “Alexa, go back to school” at Amazon's domestic Trojan horse of machine learning and artificial intelligence. As you can imagine, Alexa’s response missed the mark, even for my nine-year-old, and the initial hype has long since turned to disillusionment. So is it time we cut our losses when it comes to new technology?
One-day corrections of 3% are always painful, especially so when investors have become so accustomed to low volatility after almost a decade-long bull market. We see the move as most likely a technical sell-off (famous last words) and believe it is probably too early to buy the dip.
To invest in the banks is to go so against the grain for European investors that they’d even prefer the auto sector in comparison. But is this justified?
The gold price has taken a tumble this year. But does it hold a precious place in portfolios?
Bank earnings forecasts from sell-side analysts have consistently been more optimistic than subsequent earnings reports. Is there more to this than meets the eye?
Why investors may be underestimating the pocket power of the Chinese gambler
The battleground was set. Lowest price prevailed. Market share was taken. The discount model has thrived. Yet, as the fight over the retail endgame continues, are the disruptors now set to be disrupted?