Section
Technology
284 posts
The ETF Industry's Hidden Risks with Dave Nadig
Listen on The Move Is Wall Street turning investing into a casino? Dave Nadig reveals the hidden…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Deep spending on AI boosts the old, value economy
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Artificial intelligence has largely been a growth story,…
Power Play: How to Invest Smarter in the Race for Electrification
by David Wheeler, CFA, Erin Bigley, CFA, Ian McNaugher, CFA, Jayme Lisiewski, AllianceBernstein Though the new US policy…
Forget the Magnificent 7: Meet China’s Terrific 10
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman China’s top tech firms are emerging…
The Prompt Paradox
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Artificial intelligence (AI) has clearly been a…
Securing the Future: The Ever-Growing Need for Cyber Defense
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The cybersecurity landscape is evolving rapidly, with…
AI Stocks Took a Victory Lap Right Back to the Starting Line
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments “There are decades where nothing happens; there are weeks where…
The Silent Revolution: How China’s Tech Sector Is Catching Up to the Magnificent 7
by SIACharts.com China is making significant strides in both the AI and semiconductor sectors, signaling growing independence and…
Approaching AI’s Age of Reason
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish explains that by exhibiting reasoning,…
Finding Growth in US Stocks Beyond the Technology Sector
by John H. Fogarty, CFA, Co-Chief Investment Officer—US Growth Equities, Adam Yee, Senior Quantitative Analyst—US Growth Equities, AllianceBernstein…
Quick Thoughts: DeepSeek +1 day
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute January 28, 2025 Exploring the…
DeepSeek DeepSinks Bullish Exuberance
by Lance Roberts, RIA On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek,…
Titans of Tomorrow: Quantum Computing and Robotics on the Brink of Revolution
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Alphabet’s groundbreaking Willow quantum processor, introduced in…
Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman Donald Trump’s re-election could accelerate efforts…
