COMPUTEX 2026 is set to run from Tuesday, June 2, to Friday, June 5, local time at the Taipei Nangang Exhibition Center in Taipei, Taiwan. (The dates generally correspond to June 1 to June 4 in the United States, with Eastern time lagging Taipei time by 12 hours.) COMPUTEX is one of the world's largest annual trade shows focused on technology and computer hardware. Global industry giants unveil an...
COMPUTEX 2026 is set to run from Tuesday, June 2, to Friday, June 5, local time at the Taipei Nangang Exhibition Center in Taipei, Taiwan. (The dates generally correspond to June 1 to June 4 in the United States, with Eastern time lagging Taipei time by 12 hours.) COMPUTEX is one of the world's largest annual trade shows focused on technology and computer hardware. Global industry giants unveil and launch innovative new products in artificial intelligence (AI) and computing, robotics and mobility, and next-generation technology. Nvidia (NASDAQ: NVDA) CEO Jensen Huang is scheduled to deliver a keynote ahead of COMPUTEX on Monday, June 1, at 11 a.m. local time (Sunday, May 31, at 11 p.m. ET). The AI chip and infrastructure leader is calling its pre- and extra-trade-show events "GTC Taipei." GTC (GPU Technology Conference) is the name of Nvidia's huge annual AI trade show held in Silicon Valley in March. The company also held a GTC in Washington, D.C., this year. Continue reading
kentoh/iStock via Getty Images Quarterly commentary Financial assets experienced mixed returns in the first quarter. The fund posted a positive absolute return and outperformed the benchmark. Asset allocation and underlying manager performance each contributed positively. Market review and outlook The world financial markets, after performing well in the first two months of the year on continued o...
kentoh/iStock via Getty Images Quarterly commentary Financial assets experienced mixed returns in the first quarter. The fund posted a positive absolute return and outperformed the benchmark. Asset allocation and underlying manager performance each contributed positively. Market review and outlook The world financial markets, after performing well in the first two months of the year on continued optimism about trends in economic growth and interest rates, turned lower following the start of the conflict in the Middle East in early March. The ensuing spike in oil prices, together with concerns about possible shortages of other commodities caused by disrupted supply chains, dampened the growth outlook and led to a sharp rise in inflation expectations. The deteriorating inflation picture, in turn, dashed optimism that central banks could continue cutting rates. In combination, these developments led to a surge in global government bond yields that erased the positive total returns achieved in the first two months of the year. The conflict also fueled a sizable downturn in major global equity indexes in March, sending stocks into the red. With this said, the majority of the negative return for equities stemmed from weakness in the growth style in general, and mega-cap U. S. technology stocks in particular. Conversely, the value style, dividend payers, and more defensive companies generally produced positive returns, benefiting diversified investors. We're encouraged by the broadening of leadership away from the "Magnificent Seven" group of U. S. tech companies, as it provided a tailwind for our diversified positioning. Contributors and detractors Asset allocation made a strong contribution to relative performance in the quarter. We benefited from having an underweight position in U. S. large-cap stocks and a corresponding overweight in defensive equities. The real assets portfolio, which was boosted by the strong showing for its holdings in energy stocks (and, to a less...