It's always an absolute pleasure to sit down with Hari Balkrishna, the Portfolio Manager behind T. Rowe Price's Global Impact Equity Fund. Over the next three weeks, we will be delving into three sectors that sit at the heart of Hari's mandate - healthcare, energy, and in this episode, AI. Watch this episode of The Pitch to learn Hari's view of the AI opportunity, why the fund does not own NVIDIA, and what companies it owns instead. Eddie Orchard Jason Conabere https://lnkd.in/gz_SvJTD
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SAGEFriday eventide Mr Fink has stated with requisite clarity what will: a) that #ai(consistent with all reasoned take) will be evolutionary that fasten processes, not reinventions, b) cost of it all; required #aichips, #energy, #massiveinvestments, #funds #time, other #factors-#resources, c) all and all we might as well give up on pivot from #oilandgas to #renewables to stave off existential threat that’s #climatechange! d) the juxtaposition of increased #fossil #extraction #spending #polluting to result in faster pace hotter summers unbearable #planetearth and, coupled with increase #cryptomining makes for a #challenging #unknown #uncleareconomic future, 2025 onwards!!! But equally opportunities for those who dare to…? It’ll be “Come to what’s Important Moment” Soon * c & d are my takes https://lnkd.in/erHNHPVu
BlackRock CEO Larry Fink: AI can't happen without a huge investment in infrastructure
cnbc.com
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#InTheNasdaq: AI and Energy Transition are leading the charge in investment themes, according to Marc-Olivier Buffle, Head of Research for Thematic Equities at Pictet Asset Management! In an insightful conversation with InvestmentNews anchor Gregg Greenberg, Buffle highlights the significant impact of AI and robotics, alongside the urgent shift toward sustainable energy solutions. Discover how these themes are shaping the future of investing and why they’re essential for navigating today’s market landscape. https://hubs.la/Q02Tlxpw0
AI, energy transition remain top investing themes, says Pictet strategist
investmentnews.com
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In the evolving landscape of wealth management, sustainable investment strategies are essential. Driven by the need for responsible investing, these strategies align with ethical principles and long-term environmental, social, and governance (ESG) goals. Daniela Herrmann, a leader in quantum computing and AI, highlights the importance of ethical considerations and positive communication in innovation. Wealth managers can integrate sustainable strategies by leveraging cutting-edge technologies and adhering to ethical standards, ensuring their portfolios are profitable and contribute to a sustainable future. Embracing this approach positions firms at the forefront of innovation and positive impact. 🔍 About Daniela Herrmann - Daniela is the Co-founder of Dynex, the world’s only accessible neuromorphic n.quantum computing cloud for solving real-world problems. - She is the President and founder of the Topan® Ecosystem (2011), including Topan® and MapuFin®, a group of innovation-driven companies across business, finance, and investment management, focused on developing Economic, - Ecological and Ethical values (Triple-E® tech). WATCH:https://lnkd.in/guPTnbJx . . . #sustainable #investment #strategy #Economics #QuantumComputing #cloud #AI #ArtificialIntelligence #ethics #communication #AGI #ESG
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In the evolving landscape of wealth management, sustainable investment strategies are essential. Driven by the need for responsible investing, these strategies align with ethical principles and long-term environmental, social, and governance (ESG) goals. Daniela Herrmann, a leader in quantum computing and AI, highlights the importance of ethical considerations and positive communication in innovation. Wealth managers can integrate sustainable strategies by leveraging cutting-edge technologies and adhering to ethical standards, ensuring their portfolios are profitable and contribute to a sustainable future. Embracing this approach positions firms at the forefront of innovation and positive impact. 🔍 About Daniela Herrmann - Daniela is the Co-founder of Dynex, the world’s only accessible neuromorphic n.quantum computing cloud for solving real-world problems. - She is the President and founder of the Topan® Ecosystem (2011), including Topan® and MapuFin®, a group of innovation-driven companies across business, finance, and investment management, focused on developing Economic, - Ecological and Ethical values (Triple-E® tech). WATCH:https://lnkd.in/djaYJ8ZF . . . #sustainable #investment #strategy #Economics #QuantumComputing #cloud #AI #ArtificialIntelligence #ethics #communication #AGI #ESG
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Are you ready to bet on the future? Cathie Wood sure is, and her unwavering faith in AI could reshape your investment strategy. Wood's ARK Invest has staked big on AI-driven companies like Nvidia and Tesla, heralding them as the harbingers of tomorrow's innovation. Her investments aren't just about today's market but focus on the long-term, potentially yielding sustainable, compounded growth. AI’s potential impact spans across diverse sectors—from healthcare to automotive and financial services—making it an irresistible proposition for forward-thinking investors. But here’s the kicker: AI investments are not for the faint-hearted. High volatility and reliance on future breakthroughs add layers of risk. Would you ride the AI wave with Cathie Wood, betting on the disruptive technology of the future, despite the volatility and uncertainties involved? Explore the full article to understand the depth of Cathie Wood's AI investment strategy and see if you're ready to align your portfolio with the future of technology. #ArtificialIntelligence #Investing #CathieWood #TechInnovation #FutureGrowth #ARKInvest Read more: https://bit.ly/3YCW5y1
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Interested in green tech investments but uncertain about timing? 💰⌛ Japan's government is developing an AI system to solve that headache 🎯💡 Their "Kanban", identifies the optimal time to invest in green technologies such as lithium and hydrogen, balancing supply and demand without market oversaturation. Using stats, patent data, and publications, it detects pre-boom signals and predicts 'tip points'. 📈 This undisclosed side of AI can revolutionize your investment strategy. 🚀🌳 Questions about the power of AI? We've got answers. Reach out at [email protected] for expert guidance 👨💻👩💻 #AI #Investment #GreenTech
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### The Convergence of Innovation: Navigating super-exponential growth In a fascinating dialogue, Kathie Woods, the visionary CEO and CIO of ARK Invest, and Peter Diamandis, a forethought in technological advancement, discussed the impending super-exponential growth expected to reshape our world in the coming 5-10 years, thanks to the convergence of groundbreaking technologies like AI, genomics, electric vehicles, robotics, and digital assets such as bitcoin. This phenomenon is likened to a transformative period experienced over a century ago, which catapulted humanity from agrarian societies into the industrial age. The twist in the modern tale? The pace of change is set to be multiple times faster. However, this seismic shift in technological progress will in my view not be uniformly experienced across the globe. Similar to the disparities seen during the Industrial Revolution, where some societies thrived by embracing new technologies, while others lagged behind, the coming era of innovation will likely create a divide between the "technologically advanced" and the "technologically stagnant", very similar to the way we today categorize "industrialized" to "emerging" countries. This division underscores the importance of adaptability and foresight in harnessing the power of these converging technologies. The convergence of technological revolutions represents more than just an advancement; it signifies a leap towards a future where boundaries between different fields can blur, fostering unprecedented opportunities and alongside with new challenges. One key takeaway from Woods and Diamandis's discussion is the critical need for societies and individuals to remain agile, open-minded, and prepared to ride the wave of this super-exponential growth, lest they risk being left behind in the dust of history. For the full interview with these intreaging personalities, please check link below. https://lnkd.in/eqbutzFZ #Innovation #Technology #AI #Genomics #ElectricVehicles #Bitcoin #FutureTrends
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ARK Investment Management LLC 's Big Ideas 2024: A Glimpse into the Future of Disruptive Innovation 🚀 Get ready for a wild ride! The brilliant minds at ARK Invest just dropped their annual Big Ideas report, and it's packed with insights into the converging technologies that will reshape our world. Here are just a few of the game-changers they explore: - Artificial Intelligence (AI): From boosting knowledge worker productivity to powering intelligent devices, AI is the driving force behind this technological revolution. Get ready for AI-powered solutions in every sector, impacting every business. - Public Blockchains: The report predicts a future where cryptocurrencies like Bitcoin play a significant role in investment portfolios and smart contracts transform the financial ecosystem, increasing transparency and efficiency. - Multiomic Sequencing: Prepare for a revolution in healthcare! Multiomic technologies will enable early disease detection, personalized treatments, and even cures for rare diseases. - Energy Storage & Autonomous Mobility: The future of transportation is electric and autonomous. Expect to see robotaxis dominating urban landscapes and a surge in electric vehicles as battery costs continue to plummet. - Robotics & 3D Printing: Adaptive robots and 3D printing will revolutionize manufacturing, leading to increased productivity and resilient supply chains. This is just the tip of the iceberg! The report dives deep into each of these areas, providing detailed forecasts and exploring the potential impact on various industries. #ARKInvest #BigIdeas2024 #DisruptiveInnovation #FutureTech #AI #Blockchain #Multiomics #EV #Robotics #3DPrinting #InvestInTheFuture
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Wonderful discussions taking place at Top Tier Impact’s Nature Investment Summit today. Data and technology are playing a key role in unlocking investment at scale - there isn’t a better moment to rise to the challenge of protecting and restoring nature. But it isn’t just a technology evolution that’s needed. It’s a quantum leap in human cognition. Tipping points are not something the human mind has evolved to conceive, and it can’t experience the speed at which we are destroying the natural world. The most impactful magic wand wishes of the day for me from Marco Lambertini firstly, to extract the short-termist gene from our DNA and secondly to price externalities. My added wish for a tool that provides predictability that removes the friction from action. I’m inspired by the number of solutions here today and the positive role AI can play in accelerating nature positive outcomes. 💚 Matt Pumfrey Maximilian Weidl
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