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Brian Barbetta

As seen in: Estrategias de Inversión
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Articles

Los «7 magníficos» de la IA: Claves para comprender el ecosistema de la inteligencia artificial

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By Andrew Heiskell, Brian Barbetta
| Estrategias de Inversión Verified
Concebir la inteligencia artificial como un ecosistema interconectado, en lugar de como un conjunto de compañías y tecnologías aisladas, ayuda a sortear las condiciones dinámicas y volátiles que genera el crecimiento de la IA. El ecosistema se compone de siete categorías diferenciadas de empresas que, aunque desarrollan actividades distintas, pueden influirse mutuamente.
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Top of Mind: Challenging false investment dichotomies

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By Adam J Berger, Brian Barbetta, Andrew Heiskell
| wellington.com
Active vs passive Both can play a role — the focus should be on how to allocate between them. Let market efficiency guide allocations — but with about two-thirds of global market cap in US equities, don’t dismiss active management in the world’s largest market. Portable alpha, extension (130/30), or “Core 2.0” strategies may help navigate concentrated markets.
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IA, energia, dati: tutto parte dalle infrastrutture

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By Brian Barbetta
CONTRIBUTO a cura di Daniel Pozen, head, Investment Platform & Equity Portfolio manager, Yash Patodia, Global Industry analyst, Brian Barbetta, Global Industry analyst, Jeff Courey, Global Industry analyst e Caroline Conway, ESG analyst. Contenuto sponsorizzato da Wellington Management. Questo è un articolo riservato agli utenti FundsPeople. Se sei già registrato, accedi tramite il pulsante Login.
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