Browsing Category
AI
30 posts
Copilot, not autopilot: How generative AI augments, but doesn’t replace active management
by Max Gokhman, CFA, Head of MosaiQ Investment Strategy, Franklin Templeton Investment Solutions AI, with its data analysis…
September 15, 2023
How Can Companies Turn AI Promise into Profits?
by Michael Walker, Portfolio Manager/Senior Research Analyst—Concentrated Growth, & James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth,…
September 10, 2023
Mega-Cap Stocks Continue To Dominate. But Why?
by Lance Roberts, RIA Mega-cap stocks continue to dominate the market in 2023. The question is, why? After…
September 7, 2023
Is It Time for Investors to Consider Sector Rotation Amid a Tech-Heavy S&P 500?
by Frank Holmes, CEO, CIO, U.S. Global Investors Stocks are up 18.7% year-to-date, which is good news for…
September 5, 2023
Market Conversations: Is artificial intelligence coming for our jobs?
by Brian Levitt, Global Market Strategist, Invesco Investing is all about possibilities. And artificial intelligence (AI for short)…
August 25, 2023
AI and the new megacycle for tech
by Julien Gaertner, Drew Macklis, Mihir Mehta, Capital Group Too busy to plan your next business trip? Imagine…
August 8, 2023
Goldman Sachs – Generative AI: Hype, or Truly Transformative?
by Goldman Sachs - Global Research Since the release of OpenAI’s generative AI tool ChatGPT in November, investor…
July 21, 2023
Nasdaq Rebalance Spotlights Risks from Supersized Set of Stocks
by AllianceBernstein Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaq’s plan to reconfigure…
July 19, 2023
Equity Outlook: AI Stars Eclipse Broader Earnings Resilience
by Chris Hogbin, Head – Equities, AllianceBernstein Excitement over AI has driven equities this year. Yet investors should…
July 13, 2023
Technology advancements driving opportunities in health care
by Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group, Amritha Kasturirangan, Portfolio Manager, Research Analyst, Franklin…
July 11, 2023
Artificial Intelligence Envy
by William Smead, Smead Capital Management Dear fellow investors, Charlie Munger says, “Envy is a really stupid sin…
June 28, 2023
Investing in Web3 Companies: Riding the Wave of the Next Digital Revolution
by Frank Holmes, CEO, CIO, U.S. Global Investors Bracing for Web3, the Next-Generation Internet Imagine a new digital…
June 27, 2023
Speculation In A.I. May Face Challenges
by Lance Roberts, RIA The current market speculation surrounding artificial intelligence (A.I.) has garnered everyone’s attention. You can’t…
June 22, 2023
Will AI Transform the Healthcare Industry for Investors?
by Vinay Thapar, CFA| Co-Chief Investment Officer and Senior Research Analyst—US Growth Equities; Portfolio Manager—Global Healthcare, AllianceBernstein Healthcare…
June 14, 2023
Big Tech turnaround: Can it continue?
by Mark Casey, Cheryl Frank, Martin Jacobs & Martin Romo, Capital Group Big Tech is making a comeback.…
June 2, 2023