Country Indices Flash Report – February 2024
Japan’s Nikkei 225 Index finally surpassed its high reached in 1989. Memory of deflation may not be beaten, but January data registered the 22nd consecutive month of +2% year-over-year inflation, the longest such stretch since the early 1990s.
Bailard in Pensions & Investments, “GenAI is an accelerant to cybersecurity threats — here's where the opportunity lies for institutional investors”
Generative Artificial Intelligence, or “GenAI,” has captured the world’s imagination. We have written extensively on the trend and believe it will catalyze a sharp increase in productivity of knowledge workers. We are already seeing strong evidence of impact in several industries. Unfortunately, we also believe GenAI will serve as an accelerant to cybersecurity threats. Like strong winds in a forest fire, this will further enflame an already roiling threat landscape, enhancing the need for cybersecurity solutions and serving as a tailwind to cybersecurity demand.
