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Stephanie Guild, CIO at Robinhood Markets, said rising bond yields have not yet diminished equities’ appeal. She attributed the increase in yields largely to strong capital spending demand and growth, rather than inflation alone, noting that some areas—particularly consumers—have not seen…
Temasek International’s investment chief highlighted the potential for the artificial intelligence trade to reverse and inflation pushing up bond rates to a point that may end the runup for equities as top risks facing global markets heading into next year.
David Steinbach, Global CIO at Hines, discusses investment opportunities across the global real estate market and the impact of rising interest rates. He speaks with Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore. (Source: Bloomberg)
Generative AI is fundamentally reshaping how data is stored, processed, and analyzed. As enterprises look to apply GenAI to unlock deeper insights for customers and internal teams, I’ve been speaking with technology leaders about how they’re responding to this paradigm shift. At AMD, a leading…
Enterprise software as we know it is being rewritten by data and AI. In the latest installment of our series on how technology leaders navigate generative AI, Databricks CIO Naveen Zutshi shares how GenAI is transforming everything from development and security to organizational design. As he puts…
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