Section
Electrification
26 posts
Something Has to Give
by Ed D'Agostino, Global Macro Update, Mauldin Economics “Ill fares the land, to hastening ills a prey, Where…
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…
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.
Canada's Sleeping Giant
Mark Carney bets energy infrastructure can hold a fractured country together
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…
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,…
Global Equity Pulse: Industrials for Diversification: A Recovery Story
In this month’s Global Equity Pulse, Templeton Global Investments believes industrials may be poised for a cyclical recovery. Improving economic trends and long-term structural drivers are creating opportunities across select areas of the sector.
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
Europe's Electricity Price Premium: A Structural Risk and a Multi-Year Investment Theme
Europe's electricity challenge has moved well beyond the realm of cyclical energy market disruption. In their August 2026…
AI Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week,…
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 AI Buildout's Hidden Balance Sheet: What to Know About Data Center Finance
Stijn Van Nieuwerburgh, professor of real estate at Columbia Business School, presented a landmark analysis of the AI…
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…