FSSA-PC2497-AsiaUpdate-1800x480.jpg

Aesop or Zeno? AI competition and the economics of staying ahead

Artificial Intelligence (AI) is advancing at remarkable speed, but history suggests that technological leadership does not always translate into lasting economic value. As competitors narrow the gap more quickly, investors need to look beyond headline innovation and ask harder questions about pricing power, returns on capital and the durability of competitive advantages.

  • 4 mins

Read more

Latest insights

FSSA-PC2497-AsiaUpdate-1800x480.jpg
Artificial Intelligence (AI) is advancing at remarkable speed, but history suggests that technological leadership does not always translate into lasting economic value. As competitors narrow the gap more quickly, investors need to look beyond headline innovation and ask harder questions about pricing power, returns on capital and the durability of competitive advantages.
  • Article
  • 4 mins
sustainability-report-2025.jpg
We are pleased to present FSSA Investment Managers’ Sustainability Report 2025, using case studies to highlight our ongoing engagement with companies.
  • Article
  • 3 mins
929618946
Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance.
  • Article
  • 8 mins
1368998896
News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected.
  • Article
  • 5 mins
shutterstock-1051250351-fssa-asia-opporunities-mod.jpg
Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient.
  • Article
  • 8 mins