22 May 2023: Will Wainewright writes on the shift from West to East as institutional investors increasingly look to international markets for portfolio returns. "Among individual countries, Japan is a growing priority" reports AFI, a market that Sussex Partners has long been at the vanguard of promoting as an alpha opportunity. AFI subscribers can read the full article here.
15 May 2023: Will Wainewright writes on the adoption of AI by hedge fund managers, 40% of which, according to a recent HedgeWeek survey, already use AI in their investing process. The value of studiously acquired knowledge is quickly being eroded, warns Patrick Ghali, but "human input will continue to be crucial". Subscribers to AFI can read the full article here.
Updated: May 15, 2023
11 May 2023: Will ChatGPT be the death of fund managers?, writes Will Wainewright in Spear's magazine. Far from it seems to be the industry consensus with most regarding AI as having "significant utility" to assist the process and speed of data analysis and already successfully integrating AI into their businesses in sophisticated ways. The "killer app" is the subtlety and nuance of human insights, argues Patrick Ghali and others. This can not yet be met by AI and will continue to be crucial. Click on this link for the full story.