Section
Industrial Technology
28 posts
AI Is Powering Productivity
by Ryan Boyle, Senior Economist, Northern Trust Gains from AI will be gradual but significant. Everything that our…
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...
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Entering the intelligence age: Tech lessons for today’s 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.
The Nuclear Renaissance: Splitting Atoms, Not Hairs
The global energy landscape is at a crossroads, where soaring demand intersects with the relentless push for decarbonization.
4 AI bottlenecks could bolster old economy companies
by Jared Franz, Cheryl Frank, and Brad Olalde, Capital Group The artificial intelligence (AI) hype cycle may be coming to…
Why Tobacco, Utilities, and Real Estate Are Surpassing Tech in 2024
An examination of market trends and dynamics across the global equity markets. by Ross Cartwright, Lead Strategist, Investment…
Why Japan May Be the Next Semiconductor Powerhouse
by Grace Huang, Senior Analyst, AGF Investments Japan’s equity market has been hit hard by the recent correction…
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…
Automation and Anxiety
by Carl R. Tannenbaum, Chief Economist, Northern Trust History suggests that it is better to embrace progress than…
The Impact of AI on Industrials Stocks
with Lazar Naiker, Research Analyst, AGF Investments AGF Investments analyst Lazar Naiker explains the link between artificial intelligence…
Emerging market tech firms play a key role in the AI story
by Justin Leverenz, CFA, Chief Investment Officer, Developing Markets Equities, Invesco Key takeaways An evolving story. - We’re…
Artificial Intelligence: The Antidote to Fed Policy?
by Jeffrey Roach, PhD, Chief Economist, & Jeffrey Buchbinder, CFA, Chief Equity Strategist, LPL Financial "The four most…
The Long View: 4 megatrends to watch
by Mark Casey, Richmond Wolf, Brad Freer, & Gigi Pardasani, Capital Group Innovation isn’t just a buzzword —…
AI-Driven Spending Boom Is No Dot-Com Bust for Investors
by Lei Qiu, Portfolio Manager—Disruptive Innovation Equities, Wentai Xiao, Senior Research Analyst—Disruptive Innovation Equities AllianceBernstein Today’s technology boom…
US Industrial Renaissance: It’s a matter of national security
by Richard Bernstein Advisors The massive US trade deficit amid accelerating deglobalization provides a powerful investment theme. US…
