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10.09.26 - 13:54
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Portfoliomanager bei Nord/LB: Marcel Leist: „Das KI-Modell ist komplett emotionsfrei“ (Das Investment)
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Der Mischfonds Nord/LB Smart Faktor investiert auf Basis eines KI-Modells. Portfoliomanager Leist erläutert den Prozess und verrät, wann der Mensch doch einmal eingegriffen hat. Den Fonds Nord/LB Smart Faktor gibt es formal schon länger, seit zwei Jahren verfolgt er aber eine neue Strategie. 2016 zunächst als BLB Global Opportunities von der Bremer Landesbank aufgelegt, wird das Multi-Asset-Portfolio seit dem 22. Oktober 2024 von einem KI-Algorithmus gesteuert, den die Nord/LB gemeinsam mit dem spezialisierten Vermögensverwalter Elan Capital Partners entwickelt hat. Die Fondspalette der Nord/LB umfasst insgesamt zehn Fonds, der Smart Faktor sticht dabei heraus: Er darf neben Aktien und Anleihen auch bis zu 30 Prozent in Rohstoffe und Gold investieren – und......
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10.09.26 - 13:48
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Futures Muted Ahead of PPI Data, Oracle′s AI-Signaling Results (Bloomberg)
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US futures were little changed Thursday morning as investors awaited inflation data and results from Oracle Corp. that were set to test investor tolerance for artificial-intelligence spending risk. Oil's relentless climb as Iran signaled it's ready for intense war added to inflation concerns....
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10.09.26 - 13:06
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Meta loses key AI researcher after billion-dollar hiring push (Digitimes)
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Meta said on September 9 that AI researcher Andrew Tulloch will leave the company after less than a year, ending a high-profile return that followed one of the biggest talent offers in Silicon Valley. The departure comes after Meta reportedly recruited him with compensation worth as much as US$1.5 billion as it intensified its push to narrow the gap with leading AI developers....
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10.09.26 - 12:36
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′AI Economy′ Driving Earnings Strength, Says JPM′s Caffrey (Bloomberg)
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Jack Caffrey, equity portfolio manager at JPMorgan Asset Management, says spending related to “the enthusiasm around artificial intelligence” is broadening out earnings themes. Caffrey warns of “a hiccup or two over the next few months” as companies need to borrow more to support their growth. He speaks on “Bloomberg Brief.” (Source: Bloomberg)...
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