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Technology
225 posts
Tech Stocks: Head Fake or Value Shift?
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
April 22, 2024
MFS' Robert Almeida: A Different Paradigm
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management As the world shifts away from one of…
April 19, 2024
AI-Driven Spending Boom Is No Dot-Com Bust for Investors
by Lei Qiu, Portfolio Manager—Disruptive Innovation Equities, Wentai Xiao, Senior Research Analyst—Disruptive Innovation Equities AllianceBernstein Today’s technology boom…
April 18, 2024
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
April 9, 2024
Tesla’s Troubles Signal a Speedbump for Investors in the EV Story
by James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth, Michael Mathay, CFA, Senior Research Analyst—Concentrated Growth, AllianceBernstein…
April 7, 2024
U.S. EV Sales Need A Boost
by Ryan James Boyle, Senior Economist, Northern Trust More charging stations and lower prices can break EV sales…
March 27, 2024
AI Tipping Point: A Deep Dive Into Semiconductors
by Vishal Hindocha, Global Head of Sustainability Strategy, Genevieve Gilroy, Equity Research Analyst, MFS Investment Management® Which semiconductor…
March 27, 2024
US Industrial Renaissance: It’s a matter of national security
by Richard Bernstein Advisors The massive US trade deficit amid accelerating deglobalization provides a powerful investment theme. US…
March 21, 2024
The Second Wave of the AI Investment Theme
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman The artificial intelligence investment theme made the…
March 11, 2024
Market concentration and the Magnificent Seven: Where next?
by Chris Banse, Russell Investments Executive summary: The Magnificent Seven stocks (Microsoft, Apple, Alphabet, Amazon, Nvidia, Meta, and…
March 6, 2024
Active management insights: To tech and beyond?
by Gabriel Sauma, Russell Investments Executive summary: Investors experienced a shift in global risk sentiment during Q4, marked…
February 11, 2024
Can AI Hallucinations Be Tamed for Investing Models?
by Sahar Attaripour, Portfolio Manager—Multi-Asset & Hedge Funds Solutions, & François Oustry, Portfolio Manager—Multi-Asset & Hedge Funds Solutions,…
November 30, 2023
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
November 29, 2023
Magnificence beyond the Magnificent 7
by Richard Bernstein, Richard Bernstein Advisors Whether famous or infamous, the Magnificent 7 stocks have been 2023’s stock…
November 28, 2023