Artificial intelligence, what impact?
In this latest edition of our monthly report update:
- Everyone’s talking about it ;
- What uses for AI? ; and
- Who will be the financial winners?
Assessment of the economic situation
- US economy slows, but employment remains solid;
- OPEC+ cuts production quotas further; and
- The US debt ceiling, a storm in a tea cup.
Financial markets during the month
- AI boosts Nasdaq 100 and the comeback of Japan;
- Bonds in GBP fall heavily; and
- Currencies and precious metals.
Comments on investment decisions
- Precious metals, listed real estate (REIT); and
- Equity performances; and
- Fixed income, currency and commodity performances.
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