AGP Executive Report
Last update: 7 hours agoAI Valuations: Anthropic reportedly told investors it generated $16.8 billion in revenue in the latest quarter, up 50% from the prior quarter, and was cash-flow positive. But the reported figures may not justify the roughly $2 trillion valuation it is said to be targeting. Portfolio Strategy: Mediolanum’s CIO says the firm is neutral on equities and regions, slightly overweight duration and favours high-yield bonds; he sees US growth holding up and no major recession ahead. AI & Asset Management: Just 8% of fund managers say AI has measurably improved investment returns so far, despite broad adoption, with gains concentrated in research and efficiency. Market Watch: XRP spot ETFs recorded $1.84 million in net outflows, ending a 13-week inflow streak. In India, earnings, crude prices, foreign flows and the Jio Platforms IPO are expected to shape next week’s trading. Cross-Border Investment: Japanese investors have expressed preliminary interest in a $1.2 billion tourism and hospitality investment in Bangladesh, pending formal proposals.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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