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Generative AI represents a turning point for humanity - for better and for worse

May 22, 2023

Generative AI represents a turning point for humanity - for better and for worse

Region:
International
Thematic Research
Analyst:
David Folkerts-Landau
PDF 87k
The AI hype cycle is in overdrive. It feels like the volume of text generated by ChatGPT over the past six months has almost been matched by the volume of hyperbole about how foundation models will change the world. For once the hype is (mostly) justified. Generative AI is not another metaverse or, for that matter, another crypto currency. But it will change the world – for better and for worse. [more]

More documents about "International"

399 (11-22)
    

Is disinflation different this time around?

July 26, 2023
Region:
International
Analyst:
Matthew Luzzetti, Peter Hooper
Thematic Research
12
Over the past year, the view that a recession would be needed to enable the Fed to achieve its firm target of returning inflation to 2% has gone from long shot to consensus view to, essentially, a coin toss. In their recent US Economic Perspectives report, Deutsche Bank Research attempts to answer the question: Recession or soft landing: Is disinflation different this time? [more]

Can AI replace humans in thematic investing?

June 22, 2023
Region:
International
Analyst:
Ganchi Zhang
Thematic Research
15
Artificial intelligence (AI) is rapidly changing the way investments are made, including thematic investing. In a new report by the quantitative research team, they provide a comprehensive framework for using AI in active thematic investing. AI can not only identify the ever-changing market drivers but also help make informed investment decisions with diverse exposure. [more]

Video: Precious metals handbook

June 20, 2023
Region:
International
Analyst:
Michael Hsueh
dbInSights - public
16
Precious metals and gold in particular have befuddled analytical attempts to explain and predict prices, perhaps because no single framework seems to work without fail over time. While some might throw up their hands and avoid precious metals altogether, our response is twofold – first, that there are tried and true basic principles that can be applied to explain precious metals performance over the economic cycle, and second, that deviations from frameworks are useful learning opportunities in and of themselves.
[more]

Precious Metals: The foundations of price formation

June 20, 2023
Region:
International
Analyst:
Michael Hsueh
Thematic Research
17
Precious metals and gold in particular have befuddled analytical attempts to explain and predict prices, perhaps because no single framework seems to work without fail over time. While some might throw up their hands and avoid precious metals altogether, our response is twofold – first, that there are tried and true basic principles that can be applied to explain precious metals performance over the economic cycle, and second, that deviations from frameworks are useful learning opportunities in and of themselves. [more]

The clock is ticking

June 15, 2023
Region:
International
Analyst:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
The House View - Snapshot
18
We have consistently argued over the last 2-3 years that the US is heading for its first genuine policy-led boom-bust cycle in at least four decades. The inflation we see was induced largely by expansive fiscal and monetary policy, and the aggressive rate hikes needed to tame that have now materialised. Avoiding a hard landing would be historically unprecedented. [more]

Video: Quantcraft: Can AI replace humans in thematic investing?

June 15, 2023
Region:
International
Analyst:
Ganchi Zhang
dbInSights - public
19
Can Artificial Intelligence (AI) help you beat the market? In a new video, Ganchi Zhang highlights our report exploring how you can use AI as a tool to identify new market drivers and turn them into tradable baskets of securities. Our report also discusses how quantitative methods automate the steps involved in constructing a thematic index, including theme identification, relevance scoring, and portfolio construction with an example of venture capital replication. In the report he shows how generative AI can be used to provide contextual information for the selections. Clients of dbResearch can access the full report on research.db.com [more]
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