Insights | February 28, 2025
AI: Is It All Over?
DeepSeek AI, a Chinese startup, has recently made headlines with its latest AI model, DeepSeek-R1.
This model has showcased efficiency and performance gains, rivalling established players like OpenAI at a fraction of the cost – assuming the reported numbers are to be believed. The market reacted swiftly to this development, with significant declines in the stock prices of major AI and semiconductor companies in the immediate aftermath.
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Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
In our latest webinar, speakers Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies. Together, they covered: How emerging markets fits within a broader global allocation […]