Section
Data Center
29 posts
The next AI bottleneck: Power, permits and public support
by Phoebe Lei, Responsible Investment & Governance Analyst & Hamish Chamberlayne, CFA, Head of Global Sustainable Equities, Portfolio…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
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 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…
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.
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.
AI Everywhere, Everything
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager, Purpose Investments This isn’t our first tech…
AI Capex, Required Revenues, and What the Market Is Actually Pricing
Goldman Sachs Research sizes the revenue test for an $800 billion infrastructure buildout, maps the valuation reset across…
When the Jackpot Hits an Empty Seat
The Shrugflation Triangle and What It Means for Advisors and Investors
The Intelligence Age Has a Financing Problem
Coatue Management opens its October 2026 Publics Update1 with a warning about the market itself, not with a…
The AI Boom Has More Than One Ending
In a September 2026 whitepaper1, Meketa Investment Group researchers Alison Adams and Frank Benham argue that the AI…
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
AI at the Wheel: Portfolio Construction in a Capital Investment Boom
J.P. Morgan Asset Management's Strategic Investment Advisory Group confronts the defining challenge of the current cycle: how to capture AI's upside without being consumed by its risks.
The AI "Super-Exponential" Meets Its Speed Limits
There is a growing disconnect at the heart of the AI investment narrative, and UBS Chief Investment Officer…
Scarcity Is the Signal: BlackRock's Q4 2026 Outlook Redraws the Investment Map
The BlackRock Investment Institute's 2026 Q4 Global Outlook1 arrives at a genuine inflection point. The AI buildout is…
Why Big Tech’s AI Capex Is Now Outrunning Cash Flow
by Frank Holmes, CEO, CIO, U.S. Global Investors Early this week, I was in Los Angeles at the…
The $485-billion Question
The evidence is accumulating, not arriving all at once. That is the central tension running through Goldman Sachs'…