Cognex's ( CGNX ) share price has come under further pressure in recent months, due in part to the company's valuation and mixed demand across end markets. In addition, Cognex's exposure to the logistics, automotive and consumer electronics sectors, andRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifyi ...

Special Report 1 May 2025 From macro to markets How AI will shape the asset landscape We examine the impact of large technological breakthroughs on productivity cycles, return on investment, capital share of income and growth, and the pattern of global diffusion of AI gains to draw expectations on equities, bonds and the dollar. Non-linear effects from technological progress: Adoption of new technologies is rarely linear. A period of slow initial progress is succeeded by an exponential phase of growth. Late ...