AI infrastructure

Event Voice: Your Questions Answered by Michael Stewart on ETF synthetic replication

Industry Voice

Event Voice: Your Questions Answered by Michael Stewart on ETF synthetic replication

Michael Stewart, Amundi ETF & Indexing, talks about ETF synthetic replication, what investors should consider when choosing a replication type and where it could make sense to add swap-based ETFs in a portfolio in the current environment.

clock 13 July 2026 • 3 min read
Orbis' Alec Cutler: Chip manufacturing to become a 'quasi-commodity'

Markets

Orbis' Alec Cutler: Chip manufacturing to become a 'quasi-commodity'

Looking for asymmetric AI plays

clock 26 June 2026 • 4 min read
T. Rowe Price's Ritu Vohora: Hard tech, hard power and a shift from an asset-light world

Equities

T. Rowe Price's Ritu Vohora: Hard tech, hard power and a shift from an asset-light world

'Genuine disruption'

clock 18 March 2026 • 4 min read
Columbia Threadneedle warns of AI 'white knuckle moment' over 'unquantifiable returns'

Global

Columbia Threadneedle warns of AI 'white knuckle moment' over 'unquantifiable returns'

$3.5trn investment expected by 2030

clock 22 October 2025 • 2 min read
BlackRock and Microsoft partner for launch of $30bn AI infrastructure fund

Companies

BlackRock and Microsoft partner for launch of $30bn AI infrastructure fund

Focus on data centres in the US

clock 18 September 2024 • 2 min read
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