Section
Technology
290 posts
Doomberg: Policy Uncertainty is the New Systemic Risk
Listen on The Move What happens when political ambition trumps economic reality? Doomberg lays it bare. In…
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...
The World’s Most Dangerous Game of Chicken
by Nick Mersch, CFA, Associate Portfolio Manager, Purpose Investments People thought Trump was playing 4D chess. Instead, he’s…
Bubble Déjà Vu: Arnott Warns AI May Be 2025’s Dot-Com Sequel
"The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." That’s the story today’s…
Jurrien Timmer: Interim Update (4/3/2025)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I don’t think I have…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
Navigating AI’s Impact on Markets “We’re still in the early innings.” That’s the assessment from AGF Portfolio Manager…
Commercializing Canada’s AI Advantage
Canada has the AI talent to lead—can we turn research into success? With startups like Cohere proving innovation beats brute-force computing, discover how Canada can seize this moment.
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…
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,…
