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Question: Is the 60/40 asset mix over because of higher levels of correlation between stocks and bonds? What is the rationale for having an allocation to non-correlated assets or hedge-fund strategies in a long-term diversified […]

” HighlightsThe Fund generated excess returns mainly driven by company-specific performance. Rotation into high quality growth companies is now complete. The Fund exited sev…”

Maria Pacella, Managing Partner of Pender Ventures gets an in-depth status report on Generative AI in this fascinating conversation with Duncan Stewart, Director of Technology, Media and Telecommunications (TMT) Research at Deloitte Canada. Duncan’s research includes travelling the world for real-time, face to face updates from companies in every sector to unravel TMT and report resulting predictions. Maria and Duncan talk about Generative AI from a number of angles: company side implementation, client-side adoption, supply and demand, pricing and more. Listen to Duncan’s up-to-the-minute insights. But don’t leave it too long. He predicts that by the end of the year all his predictions will be wrong!