Section
Artificial Intelligence
71 posts
4 AI bottlenecks could bolster old economy companies
by Jared Franz, Cheryl Frank, and Brad Olalde, Capital Group The artificial intelligence (AI) hype cycle may be coming to…
October 24, 2024
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...
Is AI slowing down the energy transition?
by BeiChen Lin & Constanza Valdez, Russell Investments Executive summary: AI (artificial intelligence) is an extremely energy-intensive technology.…
September 12, 2024
Patience
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments When tech stocks are down, the best thing to do…
September 12, 2024
Technological Advances Make Things Better – Or Does It?
by Lance Roberts, RIA It certainly seems that technological advances make our lives better. Instead of writing a…
September 9, 2024
Where it pays to get choosy: A case study in stock selection
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities, & Ibrahim Kanan, Healthcare sector lead, Fundamental…
September 3, 2024
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
September 2, 2024
Where Are the AI Revenues? A Look at Mega-Cap Tech Sales Multiples
by Blake Heiman, Senior Associate, Quantitative Research, WisdomTree Key Takeaways Companies are investing billions into AI infrastructure to…
August 21, 2024
Can AI Manage Money?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The asset management industry involves a wide…
August 14, 2024
Can the Magnificent Seven sustain their trajectory?
If history is any indication, there’s a really good chance we’ll experience some reversion to the mean, that may impact some, if not all of the Magnificent 7 stocks, whose valuations (and volatility) have soared in the recent past, not to mention broader markets, as well.
August 14, 2024
John Lynch: August 2024 Comerica Wealth Management’s Monthly Review of Performance, Developments and Outlook.
Highlights from John Lynch's August 2024 Comerica Wealth Management Monthly Review Monetary Policy and Market Dynamics Monetary Policy…
August 12, 2024
Connecting the AI Transition and Commodities with Fidelity's Joe Overdevest
According to FidelityConnects by Fidelity Investments The latest quicktake from FidelityConnects delves into two compelling topics with Joe…
July 30, 2024
AI fever: Has it gotten too hot?
by Chris Buchbinder, Equity Portfolio Manager, Capital Group Investor enthusiasm for artificial intelligence has gripped the financial markets…
July 25, 2024
Politics, Economy, and Tech Impacting Sentiment
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
July 22, 2024
AI fever: Has it gotten too hot?
by Chris Buchbinder, Equity Portfolio Manager, Capital Group Investor enthusiasm for artificial intelligence has gripped the financial markets…
July 17, 2024
Automation and Anxiety
by Carl R. Tannenbaum, Chief Economist, Northern Trust History suggests that it is better to embrace progress than…
July 17, 2024