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24 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...
Entering the intelligence age: Tech lessons for todayās 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 Everyoneās buzzing about GPUs, ChatGPT, and the AI arms raceābut Morgan Stanleyās Counterpoint Global team is…
June 15, 2025
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
āNavigating AIās Impact on Markets āWeāre still in the early innings.ā Thatās 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
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
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
Can the Magnificent Seven sustain their trajectory?
If history is any indication, thereās a really good chance weāll 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
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
Will AI Be Coming for Your Job (Anytime Soon)?
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways The academic framework suggests that AI will…
July 7, 2024
Prompting AI: Can Better Conversations Drive Better Investment Research?
by Andrew Y. Chin, HeadāInvestment Solutions and Sciences & Yuyu Fan, Principal Data ScientistāInvestment Solutions and Sciences, AllianceBernstein…
June 27, 2024
1997 or 2000?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. We are clearly in some sort of "artificial intelligence…
June 25, 2024
AI-Driven Spending Boom Is No Dot-Com Bust for Investors
by Lei Qiu, Portfolio ManagerāDisruptive Innovation Equities, Wentai Xiao, Senior Research AnalystāDisruptive Innovation Equities AllianceBernstein Todayās technology boom…
April 18, 2024