AI

German companies are concerned about their heavy dependence on non-European providers of software, cloud services, and AI applications. At the Digital Summit in Frankfurt, the government was urged to support European providers via better regulation, and more business-friendly market conditions.

The growth rate of the payments market is expected to slow in the coming years, as the big shift away from cash has already happened in many countries. The latest Global Payments Report from Boston Consulting Group says that providers must become more efficient, including moving faster on the use of AI.

Keeping unemployment at low levels has come at the cost of productivity. A wave of investment is now needed to avert economic decline in Germany.

In ESG-Themen sehen sich Aufsichtsräte von einer Überregulierung belastet. Ressourcen werden für Digitalisierung und AI dringend gebraucht.

Die neue KI-Gesetzgebung der EU gibt zwar den Rahmen vor, zugleich ist die Verordnung sehr unscharf gehalten, was Unternehmen angesichts hoher Strafandrohungen verunsichert.

Ann-Katrin Petersen, Head of Capital Market Strategy for Germany, Austria, Switzerland, and Eastern Europe at the Blackrock Investment Institute, explains in the interview why some investor expectations regarding AI are exaggerated, and where she sees opportunities globally in equities.

AI is the next challenge facing competition authorities worldwide. Andreas Mundt, President of the Federal Cartel Office, views AI as an accelerant for market concentration.

Technology investor DTCP has raised over 400 million dollars for a new growth fund. Slightly less than half comes from anchor investor Deutsche Telekom.

Artificial Intelligence does not yet play a major role in the asset management industry. But a Boston Consulting Group survey shows that many firms have plans for new applications.

France has established itself as a European hotspot for Artificial Intelligence and has attracted a lot of foreign capital. But the elections called by President Emmanuel Macron are causing concern.

During the transition phase of AI introduction, wages will tend to fall and capital income will increase. The IMF is calling for a reorganisation of the tax system, an expansion of social assistance, and targeted training.

Data centres are currently mainly financed by private equity and specialised infrastructure investors. But real estate asset managers are now beginning to invest billions in the fast growing sector,

Matthias Dießl, the new President of the Bavarian Savings Banks Association, has worked in the private and corporate customer segment of Sparkasse Fürth for a decade. In the interview, he aligns with the DSGV's stance, emphasizing the need to prioritize customer focus.

Investments in KI-Unternehmen bieten Investoren große Opportunitäten. Entscheidend kommt es dabei auf das Zusammenspiel zwischen wirtschaftlicher, technischer und rechtlicher Kompetenz an.

Artificial intelligence (AI) is increasingly being used in portfolio management and risk allocation. Daniel Ung, State Street Global Advisors, explains the potential and limitations – and ventures a look into the future of utilising alternative data.

Melanie Sack, Head of the Institute of Public Auditors in Germany, explains the role of the profession in ESG regulation and digitalisation – and what is changing in day-to-day business.

Der Pharmasektor blieb zuletzt hinter dem globalen Aktienmarkt zurück, obwohl Eli Lilly und Novo Nordisk dank ihrer Abnehmpräparate immer wertvoller wurden. Fortschritte bei Datenanalyse und Gensequenzierung dürften schon bald enorme Innovationen in der Branche freisetzen – auch in anderen Medizinfeldern.