Section
Infrastructure
266 posts
Infrastructure Investing: From Whether to How
Brookfield's Investment Solutions Group has published a new analysis, The Evolution of Infrastructure Investing1, and the framing is…
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the Guardian i³ Investments TeamTM uses machine learning, AI, and human judgment, to separate builders, spenders and beneficiaries.
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Open Models Aren’t Eating the AI Industry. They’re Growing It.
The question animating much of the current AI investment debate is not whether artificial intelligence will transform the…
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
AI at the Wheel: Portfolio Construction in a Capital Investment Boom
J.P. Morgan Asset Management's Strategic Investment Advisory Group confronts the defining challenge of the current cycle: how to capture AI's upside without being consumed by its risks.
Global Equity Pulse: Industrials for Diversification: A Recovery Story
In this month’s Global Equity Pulse, Templeton Global Investments believes industrials may be poised for a cyclical recovery. Improving economic trends and long-term structural drivers are creating opportunities across select areas of the sector.
The 100-Year Portfolio: State of Mind vs. Allocation?
In a research paper published in August 2026, Inigo Fraser Jenkins of AllianceBernstein makes a provocative argument: the…
The Second Space Age: Capital, Competition, and the Orbital Frontier
The Goldman Sachs Global Institute has published what amounts to a landmark orientation document for anyone thinking seriously…
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
Beyond Silicon Valley: Where AI Value Is Really Created
by Divya Mathur, Managing Director, Portfolio Manager, Emerging Markets, Franklin Templeton Key Takeaways We believe the AI opportunity…
Private Infrastructure: The Asset Class That Powers the New Economy
The world has been rewired. The infrastructure required to support it has not yet caught up. That gap…
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
Listen on The Move Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan…
The Infrastructure Moment: Why Private Capital Is Building the Next Economy
Ares Management's comprehensive guide makes the case that private infrastructure has evolved far beyond highways and power lines — and that the investment opportunity may be as large as anything in private markets today.