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AI
43 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 ManagerâDisruptive Innovation Equities, Wentai Xiao, Senior Research AnalystâDisruptive Innovation Equities AllianceBernstein Todayâs technology boom…
April 18, 2024
AI Tipping Point: A Deep Dive Into Semiconductors
by Vishal Hindocha, Global Head of Sustainability Strategy, Genevieve Gilroy, Equity Research Analyst, MFS Investment ManagementÂŽ Which semiconductor…
March 27, 2024
US Industrial Renaissance: Itâs 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 OfficerâPrivate 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
Can AI Hallucinations Be Tamed for Investing Models?
by Sahar Attaripour, Portfolio ManagerâMulti-Asset & Hedge Funds Solutions, & François Oustry, Portfolio ManagerâMulti-Asset & Hedge Funds Solutions,…
November 30, 2023
AI Heralds a Technology Paradigm ShiftâBut Not So Fast
by Lei Qiu, Portfolio ManagerâDisruptive Innovation Equities, AllianceBernstein Technological turning points in the past have taught important lessons…
November 28, 2023
Is Too Much Riding on the Tech Titans?
by Joseph V. Amato, President and Chief Investment OfficerâEquities, Neuberger Berman U.S. tech is âMagnificentâ in many ways,…
November 6, 2023
Will âAI Devicesâ Define the Next Decade?
by Cosmo Elms, Thematic Product Specialist, Neuberger Berman Generative AI is poised to revolutionize the smartphone market with…
October 30, 2023
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
September 27, 2023
Copilot, not autopilot: How generative AI augments, but doesnât 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 AnalystâConcentrated Growth, & James T. Tierney, Jr., Chief Investment OfficerâConcentrated US Growth,…
September 10, 2023