Section
AI
72 posts
MFS' Robert Almeida: A Different Paradigm
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management As the world shifts away from one of…
The Handoff to Normal?
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The U.S. successfully transitioned once again to a…
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…
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…
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…
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…
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…
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,…
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…
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,…
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…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
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…
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,…
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…
