Jeremy Gleeson

2 months ago | estrategiasdeinversion.com | Jeremy Gleeson

DeepSeek, una empresa privada china, ha lanzado recientemente un nuevo "modelo extenso del lenguaje" (LLM, por sus siglas en inglés), conocido como DeepSeek R1, que ha generado una reacción negativa notable en las acciones de compañías consideradas líderes en inteligencia artificial (IA).

Nov 29, 2024 | uk.allianzgi.com | Jeremy Gleeson

With megatrends like Artificial Intelligence and ‘digital Darwinism’ disrupting the business landscape, the Technology sector is poised to remain a key driver for equity markets and a crucial element in client portfolios in the decades to come.

Nov 10, 2023 | axa-im.com | Bruno Bamberger |Olivier Eugène |Jeremy Gleeson |François Cabau

AXA IM’s investment professionals share their views and insights through thought leadership, market and macroeconomic commentaries, blogs and more. They offer unique perspectives and expert analyses of the latest trends in investment management and global financial markets. Find out more below.

Oct 16, 2023 | axa-im.co.uk | Jeremy Gleeson

Written by Key points: The cybersecurity market is predicted to grow significantly, as organisations need to protect themselves from sophisticated threats Spending on cybersecurity is likely to be resilient even in an economic downturn Other types of ‘Software as a Service’ also have strong revenue traction and are likely to grow further as digitalisation continues When companies are the victim of cyberattacks, the headlines often focus on data loss – customers’ personal information that is...

Sep 13, 2023 | investmentweek.co.uk | Jeremy Gleeson

Macro-economic and geopolitical events should continue to be the main drivers of sentiment within investment markets, but we expect that some of these pressures might begin to abate as the current interest rate cycle appears to be closer to a peak. Many technology companies have taken their medicine in terms of cutting costs and overheads, so any uplift in business activity is likely to bode well for operating margins and profitability.