Section
Industrial Technology
23 posts
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…
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
Is It Time for Investors to Consider Sector Rotation Amid a Tech-Heavy S&P 500?
by Frank Holmes, CEO, CIO, U.S. Global Investors Stocks are up 18.7% year-to-date, which is good news for…
The High-Stakes Gambling of Masayoshi Son
According to Doomberg1, In 2019, a staggering private market transaction made headlines as shares of OYO, an Indian…
Industrial Policy Is Back
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitics is driving new interest in industrial policy. I recently…
