Section
Technology
296 posts
Forget the Magnificent 7: Meet Chinaâs Terrific 10
by Yan Taw (YT) Boon, Head of Thematic â Asia, Neuberger Berman Chinaâs top tech firms are emerging…
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...
The Prompt Paradox
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Artificial intelligence (AI) has clearly been a…
Securing the Future: The Ever-Growing Need for Cyber Defense
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The cybersecurity landscape is evolving rapidly, with…
AI Stocks Took a Victory Lap Right Back to the Starting Line
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments âThere are decades where nothing happens; there are weeks where…
The Silent Revolution: How Chinaâs Tech Sector Is Catching Up to the Magnificent 7
by SIACharts.com China is making significant strides in both the AI and semiconductor sectors, signaling growing independence and…
Approaching AIâs Age of Reason
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish explains that by exhibiting reasoning,…
Finding Growth in US Stocks Beyond the Technology Sector
by John H. Fogarty, CFA, Co-Chief Investment OfficerâUS Growth Equities, Adam Yee, Senior Quantitative AnalystâUS Growth Equities, AllianceBernstein…
Quick Thoughts: DeepSeek +1 day
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute January 28, 2025 Exploring the…
DeepSeek DeepSinks Bullish Exuberance
by Lance Roberts, RIA On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek,…
Titans of Tomorrow: Quantum Computing and Robotics on the Brink of Revolution
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Alphabetâs groundbreaking Willow quantum processor, introduced in…
Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic â Asia, Neuberger Berman Donald Trumpâs re-election could accelerate efforts…
Fundamentals underpinning global techâs market leadership
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoneyâs Alternative Exchange1 event in mid-November 2024 (youâll have to register to watch it, and itâs worth it), three of the industryâs boldest voicesâDavid Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)âstepped onto the stage.
The value of AI in asset management
by Evgenia Gvozdeva, Ph.D., Russell Investments Executive summary: AI can be used by investment managers to refine the…
