Section
AI
84 posts
AI Tipping Point: A Deep Dive Into Semiconductors
by Vishal Hindocha, Global Head of Sustainability Strategy, Genevieve Gilroy, Equity Research Analyst, MFS Investment Management® Which semiconductor…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
US Industrial Renaissance: It’s 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 Officer—Private 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 Manager—Multi-Asset & Hedge Funds Solutions, & François Oustry, Portfolio Manager—Multi-Asset & Hedge Funds Solutions,…
AI Heralds a Technology Paradigm Shift—But Not So Fast
by Lei Qiu, Portfolio Manager—Disruptive 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 Officer—Equities, Neuberger Berman U.S. tech is “Magnificent” in many ways,…
Will “AI Devices” 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 doesn’t 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 Analyst—Concentrated Growth, & James T. Tierney, Jr., Chief Investment Officer—Concentrated 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…
Is It Time for Investors to Consider Sector Rotation Amid a Tech-Heavy S&P 500?
by Frank Holmes, CEO, CIO, U.S. Global Investors Stocks are up 18.7% year-to-date, which is good news for…
Market Conversations: Is artificial intelligence coming for our jobs?
by Brian Levitt, Global Market Strategist, Invesco Investing is all about possibilities. And artificial intelligence (AI for short)…
AI and the new megacycle for tech
by Julien Gaertner, Drew Macklis, Mihir Mehta, Capital Group Too busy to plan your next business trip? Imagine…
