Section
Electrification
19 posts
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.
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.
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…
The Real Constraint Is Power
When the GPU conversation ends, the electricity conversation begins.
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
Energy Beyond the Crisis: Seven Themes to Watch
by Jeff Scott Wyll, Senior Research Analyst & Ronald B. Silvestri, Senior Research Analyst, Neuberger Energy security, restocking…
The Upsidedown: Whitney Baker's Case That the AI Bubble Is Already Collapsing Under Its Own Weight
A liquidity contraction is underway. The financial engineering holding the AI buildout together is beginning to fray. And…
Beyond Silicon Valley: Where AI Value Is Really Created
by Divya Mathur, Managing Director, Portfolio Manager, Emerging Markets, Franklin Templeton Key Takeaways We believe the AI opportunity…
The Charge Is On: Electric Cars Are Reshaping the World, Whether the World Is Ready or Not
A 2026 energy crisis, triggered by conflict in the Middle East, has done something no policy paper could…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…