Technology

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…

Fundamentals underpinning global tech’s market leadership

by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…

Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in

At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.

The value of AI in asset management

by Evgenia Gvozdeva, Ph.D., Russell Investments Executive summary: AI can be used by investment managers to refine the…

The Nuclear Renaissance: Splitting Atoms, Not Hairs

The global energy landscape is at a crossroads, where soaring demand intersects with the relentless push for decarbonization.

CapEx: The Fuel Supply for the Artificial Intelligence Megatrend

by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The escalating capital expenditures of tech giants…

Spotting the Next Big Thing: SIA’s Top-Down Meets Bottom-Up Market Insights

by SIACharts.com Many SIA practitioners use a top-down strategy to first identify the best relative strength performers across…

The Great Rotation: Rethinking U.S. Market Concentration

In this episode we explore 'The Great Rotation,' a research series by Brian Chingono1, Head of Quant Research at Verdad23 (Part I | Part 2). The discussion focuses on the...