Section
Industrial Technology
55 posts
Atoms Over Algorithms: GMO's Case for Rebuilding America's Industrial Core
Hamilton's Ghost Sam Klar, portfolio manager on GMO's Focused Equity team, opens his November 2026 note, Investing in…
AI Reality Check: Looking Beyond the Adoption Curve
by Lei Qiu, Head—Thematic Equities, AllianceBernstein Long-term AI winners will need to translate deployment into defensible profits. AI…
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.
Bonds, AI, and a bull market that has kept going
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Treasuries haven’t appeared…
Something Has to Give
by Ed D'Agostino, Global Macro Update, Mauldin Economics “Ill fares the land, to hastening ills a prey, Where…
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.
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 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.
David Wong: Anything Can Happen — 3 Decades of Market Crises Shaped This $400B CIO's Playbook
Listen on The Move What do electricity, a forgotten 1920s financier, and Bobby Orr have to do…
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.
Korea: Where Industrial Might Meets Financial Ambition
In a new research note published August 10, 2026, Deutsche Bank strategists Perry Kojodjojo and Chen Kan lay…
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 Minerals Beneath the Machine: What the IEA's 2026 Critical Minerals Outlook Means for Investors
The IEA's (International Energy Agency) Global Critical Minerals Outlook 20261 does not read like a research report. It…
Is America Energy Rich, Power Poor?
by Ed d'Agostino, Mauldin Economics Water, water, everywhere, nor any drop to drink." — Samuel Taylor Coleridge, The…