Section
Cybersecurity
17 posts
The Execution Layer: Where AI’s Real Winners Are Made
Morgan Stanley's Counterpoint Global Insights team has published an update to its landmark AI Beneficiaries research, introducing a…
Moats vs. Inertia: Unpacking the Personal AI Agent Threat
LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the Guardian i³ Investments TeamTM uses machine learning, AI, and human judgment, to separate builders, spenders and beneficiaries.
Cybersecurity Leader Fortinet Climbs Into the S&P 500’s Top 20
by SIACharts.com Fortinet Inc. (FTNT) is a global cybersecurity company serving more than 700,000 customers. Its Fortinet Security…
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 AI Builders Have Had Their Day. Now Watch the Adopters.
The first chapter of the AI investment story was easy to write. Buy the builders: the chip makers,…
The Collapse of Time: Why Frontier AI Is an Operating-Model Problem, Not a Tooling Problem
Benjamin Klein and his McKinsey colleagues open their latest Risk & Resilience piece, The speed problem: How frontier…
Defense, Space, and the Rise of the Neo Prime
Kirsten Bartok Touw, co-Founder and Managing Partner at New Vista Capitall, on investing at the intersection of geopolitics, technology, and private markets.
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.…
Tom Lee: Markets Are Resilient, Sentiment Is Broken, and the IPO Wave Could Reshape Public Equities
Fundstrat's Tom Lee joins Meb Faber to dissect the S&P's path to 7,300, the collapse of sentiment as a signal, the incoming mega-IPO supply shock, the structural logic behind Granny Shots, and why blockchain is doing to banking what cellular did to long distance.
From AI Hype to Reality: Investing in the Great Acceleration with ARK's Dan White
Listen on The Move What if the greatest risk in your portfolio right now isn't owning too…
The Great Rotation: From AI Buildout to AI Adoption
Why the Next Phase of the AI Boom May Belong to Early Adopters, Not Infrastructure Giants
Equities outlook: Positioning for a transformative era
by Marc Pinto, CFA, Head of Americas Equities, Lucas Klein, Head of EMEA and Asia Pacific Equities, Janus…
Securing the Future: The Ever-Growing Need for Cyber Defense
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The cybersecurity landscape is evolving rapidly, with…
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…
Politics, Economy, and Tech Impacting Sentiment
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…