Section
AI
68 posts
Is AI slowing down the energy transition?
by BeiChen Lin & Constanza Valdez, Russell Investments Executive summary: AI (artificial intelligence) is an extremely energy-intensive technology.…
Patience
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments When tech stocks are down, the best thing to do…
Technological Advances Make Things Better – Or Does It?
by Lance Roberts, RIA It certainly seems that technological advances make our lives better. Instead of writing a…
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
Where Are the AI Revenues? A Look at Mega-Cap Tech Sales Multiples
by Blake Heiman, Senior Associate, Quantitative Research, WisdomTree Key Takeaways Companies are investing billions into AI infrastructure to…
Can AI Manage Money?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The asset management industry involves a wide…
Can the Magnificent Seven sustain their trajectory?
If history is any indication, there’s a really good chance we’ll experience some reversion to the mean, that may impact some, if not all of the Magnificent 7 stocks, whose valuations (and volatility) have soared in the recent past, not to mention broader markets, as well.
John Lynch: August 2024 Comerica Wealth Management’s Monthly Review of Performance, Developments and Outlook.
Highlights from John Lynch's August 2024 Comerica Wealth Management Monthly Review Monetary Policy and Market Dynamics Monetary Policy…
Connecting the AI Transition and Commodities with Fidelity's Joe Overdevest
According to FidelityConnects by Fidelity Investments The latest quicktake from FidelityConnects delves into two compelling topics with Joe…
AI fever: Has it gotten too hot?
by Chris Buchbinder, Equity Portfolio Manager, Capital Group Investor enthusiasm for artificial intelligence has gripped the financial markets…
FactSet's Elisabeth Kashner
The Scoop: Deep ETF Trends Insights
Listen on The Move In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet,…
Politics, Economy, and Tech Impacting Sentiment
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
AI fever: Has it gotten too hot?
by Chris Buchbinder, Equity Portfolio Manager, Capital Group Investor enthusiasm for artificial intelligence has gripped the financial markets…
Automation and Anxiety
by Carl R. Tannenbaum, Chief Economist, Northern Trust History suggests that it is better to embrace progress than…
Will AI Be Coming for Your Job (Anytime Soon)?
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways The academic framework suggests that AI will…
