Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.
Latest topics:
- AI Arms Race: Are Cloud Giants Overspending?
This article examines the massive expenditures of cloud computing giants in the race to develop AI, analyzing both optimistic and pessimistic viewpoints. On one hand, it reflects a growing demand for AI capabilities and the potential for accelerated growth, but on the other, these colossal investments are seen as a risky bet on uncertain outcomes. - March Madness: Demystifying A Topsy Turvy Market
This article explores the evolution of markets and major technology companies, where massive investments in projects such as AI raise questions about their impact and actual usefulness. It highlights debates on economic sovereignty, trade conflicts, and the high expectations of investors in the context of a generally stable but uncertain economy. - Rheinmetall: The Arsenal Of Democracy
This article analyzes the massive rearmament of Germany and Europe in response to increasing geopolitical pressures, with a call to modernize their defense forces. It highlights a significant shift in European security priorities, accelerated by the war in Ukraine and the strategic repositioning of the United States toward Asia.
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Dan Rohinton
"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.
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