Section
AI
210 posts
AI is taking over the value style too
Equity allocations that include a value tilt may be more exposed to AI investment cycles, cloud spending, hyperscaler capital expenditures and mega-cap technology earnings than investors believe.
Markets at the Crossroads: What J.P. Morgan's 4Q 2026 Guide Tells Advisors Now
J.P. Morgan Asset Management's latest Guide to the Markets 1 (U.S., 4Q 2026, as of September 30, 2026)…
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.
Scarcity in a World of Competing Abundances
The BlackRock Investment Institute's Q4 2026 Global Outlook1 arrives at a moment when the most consequential forces shaping…
The Hidden Factor: How AI Is Rewriting the Rules of Portfolio Diversification
The River Never Runs Twice Ulrike Hoffmann-Burchardi has spent most of her professional life studying what comes next.…
October Could Bring New Market Surprises — Here's What to Watch
The macro calendar has cleared, and the real tests are about to begin. In their latest research note,…
Investors are Watching Oil, Geopolitics and AI, but Mostly Growth
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “For sure, the market has been wacky…
The $965 Billion Argument for Rethinking Emerging Markets
Kevin Carter, Founder and CIO at EMXETF, traces the capital flow most EM allocations are still positioned to miss.
The $485-billion Question
The evidence is accumulating, not arriving all at once. That is the central tension running through Goldman Sachs'…
The Right Question About the AI Bubble
A new parlor game has taken hold in boardrooms and investment committees, and BCG economists Philipp Carlsson-Szlezak and…
The AI Builders Have Had Their Day. Now Watch the Adopters.
The first chapter of the AI investment story was easy to write. Buy the builders: the chip makers,…
AI Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week,…
Canada-U.S. Trade War Enters a New Phase as Fed Signals Patience on Rates
The week of August 31 brought two defining stories for markets: a deepening rift between Canada and the…
One of the Most Important Policy Decisions of Our Lifetime?
There are moments when the messenger matters as much as the message. In a New York Times opinion…
Tariffs, Tensions & the Market Signals That Matter
by SIACharts.com Canada and the United States have a long-standing trade relationship, with billions of dollars in goods…
U.S. vs. China: Who’s winning the AI race?
by Mark Casey, Winnie Kwan, Sugi Widjaja, & Jared Franz, Capital Group KEY TAKEAWAYS U.S. AI models seek…