AGP Executive Report
Last update: 8 hours agoAI Valuations: Anthropic reportedly generated $16.8 billion in quarterly revenue, up 50% from the prior quarter, and reached positive cash flow. But slowing growth could test hopes for a $2 trillion IPO valuation. CoreWeave’s six-month share decline of 46% and falling bond prices have also raised concerns about how AI expansion is being financed. Portfolio Strategy: Mediolanum International Funds is neutral on equities and regions, slightly overweight duration and positive on high-yield bonds, saying markets have remained resilient despite Middle East tensions. Crypto and Rates: Bitcoin’s fall after sticky U.S. inflation underscored its sensitivity to interest rates and liquidity, while BIS research found higher bank deposit rates were associated with slower stablecoin growth. AI in Asset Management: A Morgan Stanley and Oliver Wyman report found just 8% of fund managers saw measurable gains in investment returns from AI, despite widespread adoption for research and operational efficiency.
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