Section
AI
170 posts
Is AI Inflationary or Deflationary?
AI may lower prices long term, but today’s surge in investment is straining supply—posing a near-term inflation challenge for markets and the Fed.
Aligned and Dangerous: J.P. Morgan's Cembalest on Anthropic's Mythos, Cyber Risk, and the New Multipolar AI Threat
by AdvisorAnalyst.com Editorial Team J.P. Morgan's Michael Cembalest doesn't reach for dramatic language lightly. When the Chairman of…
AI Downsides Dominate Discourse
Skepticism of AI may keep its growth in check.
AI Is the Economy Now. Everything Else Is Noise.
by AdvisorAnalyst.com Editorial Team The U.S. economy entered the second half of 2026 not on the strength of…
Who Should Own AI? AllianceBernstein's Jenkins Asks the Question Politicians Won't Answer
by Editorial Team, AdvisorAnalyst.com A strange thing has happened in American politics: Bernie Sanders and Donald Trump agree…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Why Nobody Can Score AI Job Exposure — Benedict Evans Makes the Case for "It Depends"
by Editorial Team, AdvisorAnalyst.com Every wave of automation produces the same parlour game: rank the jobs, score the…
The Ten Laws of AI Investing: Morgan Stanley's Framework for the Decade Ahead
by AdvisorAnalyst.com Editorial Team Three years ago, artificial intelligence was a curiosity. Today it is a capital allocation…
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
When the AI Bubble Bursts, Don't Count on the US Consumer
Man Group's latest Views from the Floor surfaces a structural crack hiding in plain sight — and it has nothing to do with semiconductors.
The Rally Nobody Trusts—and Why It Keeps Going Anyway
Scott Rubner of Citadel Securities spent seven weeks in front of institutional investors across three continents. What he heard wasn't confusion. It was nervous consensus.
Could the ‘I’ in AI Stand for Inflation?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Even if the Middle East…
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
Visible Earnings: Why the Defense Sector's Structural Cycle Is Just Getting Started
Global rearmament, longer-duration contracts, and a new class of defense technology companies are converging into one of the most compelling multi-year investment theses institutional analysts have identified in a generation.
Meb Faber: Do What Warren Does, Not What He Says
Buffett's famous advice is simpler than his actual record. Meb Faber wants investors to notice the difference.
Markets Don't Wait: Larry Swedroe on Efficiency, Alternatives, and the Only Portfolio That Matters
by Editorial Team, AdvisorAnalyst The question Pierre Daillie puts to Larry Swedroe near the top of the conversation1…