Section
Artificial Intelligence
84 posts
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.
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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.
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…
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…
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.…
