Section
Technology
331 posts
Immigration, Tariffs, and AI, Oh My!
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Is Another Great Moderation At Hand?
Radical policy changes can launch new economic eras.
Research in Focus: Has click search met its match in AI?
Research Analyst Divyaunsh Divatia explores the explosive growth in chatbot usage for routine search queries and how the trend might impact legacy search functions – and revenues.
Bitcoin Allocation 10–40%? Ric Edelman’s Shocking Investment Thesis
Listen on The Move What if the riskiest move in your portfolio isn’t owning crypto—but ignoring it? In…
AI’s Long-Term Potential: More Upside Than Downside
AI’s long-term potential remains strong, but supply chain risks and uneven adoption may impact near-term gains.
The Magnificent Seven: No Longer a Monolith
by Walt Czaicki, CFA, Robert Milano, David Wong, AllianceBernstein As their share price patterns diverge, selectivity among the…
Stay Long Tech and Growth
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses resiliency in the tech…
Climbing the Market’s High-Wire Act
Or, how investors became thrill-seekers in a world of wobbly fundamentals
Stablecoins: Uncle Sam’s New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing ‘fiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
AI Is Powering Productivity
by Ryan Boyle, Senior Economist, Northern Trust Gains from AI will be gradual but significant. Everything that our…
Sadiq Adatia’s Big Shift: Betting on What’s Been Left Behind
When you’re the Chief Investment Officer overseeing $75 billion in assets, every move matters. Sadiq Adatia of BMO…
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
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.
