Section
Artificial Intelligence
166 posts
The Coming AI Crash? Why the Plutonomy Is Running Out of Road
A new working paper from the Levy Economics Institute, "Plutonomy — the AI Edition — and the Coming…
Korea: Where Industrial Might Meets Financial Ambition
In a new research note published August 10, 2026, Deutsche Bank strategists Perry Kojodjojo and Chen Kan lay…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Real Constraint Is Power
When the GPU conversation ends, the electricity conversation begins.
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
The Anti-Robin Hood
by Craig Basinger, Chief Market Strategist, Purpose Investments Robin Hood and his band of merry men became famous…
The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Listen on The Move Markets can recover from a downturn. Your retirement cannot recover from cyber fraud.…
Is the angst over AI spending and Fed inaction warranted?
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Concerns continue…
The Upsidedown: Whitney Baker's Case That the AI Bubble Is Already Collapsing Under Its Own Weight
A liquidity contraction is underway. The financial engineering holding the AI buildout together is beginning to fray. And…
Time Billionaires: Why the Young Want More Risk, and Why AI Is Only Part of the Story
Deutsche Bank Research Institute has a term for anyone with more than a billion seconds of life left…
Beyond Silicon Valley: Where AI Value Is Really Created
by Divya Mathur, Managing Director, Portfolio Manager, Emerging Markets, Franklin Templeton Key Takeaways We believe the AI opportunity…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
Tech's Debt Reckoning
The AI spending boom is quietly rewriting the rules of risk in the world's most closely watched sector
There’s more to growth than AI
by Richard Bernstein, Richard Bernstein Advisors, Janus Henderson For many of the past several years, investor enthusiasm has…
Can Hyperscalers Earn Their AI Ambitions?
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
The Changing Face of Emerging Markets, Technology & Commodities
Technology and commodities are reshaping one of the world's most misunderstood asset classes — and the implications for advisors and investors are significant.