Section
Technology
645 posts
Atoms Over Algorithms: GMO's Case for Rebuilding America's Industrial Core
Hamilton's Ghost Sam Klar, portfolio manager on GMO's Focused Equity team, opens his November 2026 note, Investing in…
When Earnings Beats Get Smaller, Selectivity Gets Bigger
Third-quarter earnings season is delivering the usual headline: companies are beating Wall Street's estimates. But the size of…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
When Nothing Moves Together, That's the Signal
Q3 2026 looked uneventful from 30,000 feet and strange from everywhere closer. In How to Win in a…
Trapped in the Mineshaft
by Bill Smead, CIO, Smead Capital Management Dear fellow investors, My wife’s ancestors were coal miners in Kentucky.…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Why Hasn’t There Been a Big Financial Crisis in Recent Years?
Financial crises haven't disappeared since 2008 — they've simply gone quiet, and Deutsche Bank Research Institute's Henry Allen,…
Insolvency Pressure Cooker: Allianz Research Maps a Historic Plateau Through 2028
Business failures have risen for four straight years, and Allianz Research's latest outlook makes clear the climb is…
The Pause Before the Push
Jeffrey R. Thompson, Chief Executive Officer of Donoghue Forlines1, opens the firm's October 2026 commentary with a market…
Quick Thoughts: Bluer Than Blue—Investment Implications
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
The Party Before the Party: Where Growth Compounds Now
This year's mega-IPOs have reopened an old argument about where equity investors find the most growth. In "Growth…
Same Signal, Shifting Ground: Why RiverFront's Rules Still Point to a Grind Higher
Five weeks after its last read, RiverFront Investment Group finds the S&P 500 down just over one percent,…
When a Credit Default Swap Isn’t about Credit
by John Mauldin, Mauldin Economics I have written on various aspects of artificial intelligence for the last two…
From Plays to Pricing Power: Music's Second Act Begins
A decade after first framing streaming as music's growth engine, Goldman Sachs Research returns with a sharper question.…
Five Years From Unrecognizable: Bridgewater's Jensen on the Feedback Loop Markets Refuse to Price
The tidal wave of headlines can feel like noise. For Greg Jensen, Co-Chief Investment Officer of Bridgewater Associates,…
Power, Permitting, Paper: Why AI's Buildout Is Being Forced to Pace Itself
The prevailing picture of the AI infrastructure buildout is a straight line: more chips, more data centers, more…