Section
Artificial Intelligence
72 posts
The Magnificent Seven: No Longer a Monolith
by Walt Czaicki, CFA, Robert Milano, David Wong, AllianceBernstein As their share price patterns diverge, selectivity among the…
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...
AI Is Powering Productivity
by Ryan Boyle, Senior Economist, Northern Trust Gains from AI will be gradual but significant. Everything that our…
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Entering the intelligence age: Tech lessons for today’s market
The recent tech pullback echoes past cycles, but history offers key lessons. Franklin Equity Group shares three lessons to help seize opportunities as we move into the intelligence age.
Where the Real AI Gold Lies: Investing in the Ripples, Not the Splash
by AdvisorAnalyst.com Everyone’s buzzing about GPUs, ChatGPT, and the AI arms race—but Morgan Stanley’s Counterpoint Global team is…
Commercializing Canada’s AI Advantage
Canada has the AI talent to lead—can we turn research into success? With startups like Cohere proving innovation beats brute-force computing, discover how Canada...
Bubble Déjà Vu: Arnott Warns AI May Be 2025’s Dot-Com Sequel
"The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." That’s the story today’s…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
Navigating AI’s Impact on Markets “We’re still in the early innings.” That’s the assessment from AGF Portfolio Manager…
The Prompt Paradox
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Artificial intelligence (AI) has clearly been a…
AI Stocks Took a Victory Lap Right Back to the Starting Line
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments “There are decades where nothing happens; there are weeks where…
Approaching AI’s Age of Reason
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish explains that by exhibiting reasoning,…
Quick Thoughts: DeepSeek +1 day
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute January 28, 2025 Exploring the…
DeepSeek DeepSinks Bullish Exuberance
by Lance Roberts, RIA On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek,…
Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
The Nuclear Renaissance: Splitting Atoms, Not Hairs
The global energy landscape is at a crossroads, where soaring demand intersects with the relentless push for decarbonization.
