LRNZ News and Press, TrueShares Technology AI & Deep Learning From 10/07/23

2023-10-07 02:14:00 ET Summary In the US, even though inflation has started to decline, the Federal Reserve is struggling to quell rising prices. Stubborn inflation, high interest rates and recession fears have persisted through 2023. The technology-driven market has been extr...

2023-10-04 06:11:00 ET Summary The need for caution in making grand predictions today is amplified by some truly incredible global crosscurrents. Nominal and real U.S. Treasury yields have continued their push to new highs, while equity risk premiums and credit spreads have compre...

2023-10-02 11:40:00 ET Summary Markets are adjusting to the new, more volatile regime. We see opportunities in the UK and euro area bond repricing, and still prefer Japanese equities. U.S. stocks dipped last week, and 10-year Treasury yields fell sharply from the week’s hig...

2023-09-29 23:45:00 ET Summary A combination of public and private investments in neuroscience, government grants, and charitable donations are helping accelerate a wave of advancements and opportunities in neuroscience. Recent clinical trial success for the second significant, di...

2023-09-27 11:00:00 ET Summary Interest rates may stay elevated for a long period of time. Investors may want to focus on quality areas of the market. There may be potential opportunity in AI and agriculture. With interest rates potentially staying higher for longer,...

2023-09-27 03:35:00 ET Summary Interest rates are likely to remain higher for longer on the heels of better-than-expected growth. Fixed income remains our highest-conviction trade, although we see select opportunities in high-quality equities such as energy and industrials. We...

2023-09-27 02:45:00 ET Summary The widespread adoption of generative AI (GenAI), exemplified by tools such as ChatGPT, is ushering society into a new era with novel risks and opportunities. The next phase of GenAI’s growth is a shift from training to inference, which could ...

2023-09-21 04:00:00 ET Summary The investment landscape is currently experiencing the exuberance of the generative AI hype cycle. Trade disputes, economic sanctions, or geopolitical tensions often cause investors to flee stocks they see as negatively impacted. Value investors ...

2023-09-20 00:30:00 ET Summary How AI will dramatically change the job market. Unlike previous advances, AI is impacting cognitive work vs. manual work. AI and labour markets. Opportunities for investors. AI is expected to have a profound impact on the employment lan...

2023-09-11 17:38:00 ET Summary If an investor is to make tactical changes to their portfolio, it is in the extremes where they will find their greatest opportunities. What looks like an extreme today might be merely a way station on the path to something even more extreme. Con...