Section
Technology
310 posts
Stay Long Tech and Growth
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses resiliency in the tech…
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...
Climbing the Marketâs High-Wire Act
Or, how investors became thrill-seekers in a world of wobbly fundamentals
Stablecoins: Uncle Samâs New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing âfiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jengaâtop-heavy,…
AI Is Powering Productivity
by Ryan Boyle, Senior Economist, Northern Trust Gains from AI will be gradual but significant. Everything that our…
Sadiq Adatiaâs Big Shift: Betting on Whatâs Been Left Behind
When youâre the Chief Investment Officer overseeing $75 billion in assets, every move matters. Sadiq Adatia of BMO…
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
Flying Cars, AI Storylines, and the Future of Investing: TDAMâs Big and Bold Outlook for 2035
Letâs be honestâpredicting where investing is headed ten years from now feels a bit like guessing what the…
Entering the intelligence age: Tech lessons for todayâs market
The recent tech pullback echoes past cycles, but history offers key lessons. Franklin Equity Group shares three lessons to help seize opportunities as we move into the intelligence age.
Where the Real AI Gold Lies: Investing in the Ripples, Not the Splash
by AdvisorAnalyst.com Everyoneâs buzzing about GPUs, ChatGPT, and the AI arms raceâbut Morgan Stanleyâs Counterpoint Global team is…
Good News and Creative Destruction
by John Mauldin, Mauldin Economics The Good Kind of Job Destruction Creative Destruction Human Steepener âWe desperately…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it downâsimply, sharply, and with implications you canât ignore. âWhen the facts change, I change…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of Americaâs Market Dominance
âYouâve got $9 trillion worth of European pension money sitting in US equities⌠try parking a trillion dollars…
Hamilton ETFs Sets Sights on Innovation with Canadaâs First 0DTE ETFs
June 4, 2025 â Toronto Hamilton ETFs has announced the filing of a preliminary prospectus for a new…
Just Say No to Drugs
by William Smead, CIO, Smead Capital Management Dear fellow investors, In the aftermath of the influx of illegal…
