Section
Artificial Intelligence
71 posts
AI Is Powering Productivity
by Ryan Boyle, Senior Economist, Northern Trust Gains from AI will be gradual but significant. Everything that our…
July 21, 2025
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...
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…
June 26, 2025
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.
June 26, 2025
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…
June 15, 2025
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...
April 29, 2025
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…
April 6, 2025
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…
April 2, 2025
The Prompt Paradox
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Artificial intelligence (AI) has clearly been a…
February 24, 2025
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…
February 13, 2025
Approaching AI’s Age of Reason
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish explains that by exhibiting reasoning,…
February 4, 2025
Quick Thoughts: DeepSeek +1 day
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute January 28, 2025 Exploring the…
January 29, 2025
DeepSeek DeepSinks Bullish Exuberance
by Lance Roberts, RIA On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek,…
January 28, 2025
Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
December 19, 2024
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.
November 18, 2024
CapEx: The Fuel Supply for the Artificial Intelligence Megatrend
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The escalating capital expenditures of tech giants…
November 13, 2024