Section
Technology
296 posts
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.
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...
CapEx: The Fuel Supply for the Artificial Intelligence Megatrend
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The escalating capital expenditures of tech giants…
Spotting the Next Big Thing: SIA’s Top-Down Meets Bottom-Up Market Insights
by SIACharts.com Many SIA practitioners use a top-down strategy to first identify the best relative strength performers across…
The Great Rotation: Rethinking U.S. Market Concentration
In this episode we explore 'The Great Rotation,' a research series by Brian Chingono1, Head of Quant Research at Verdad23 (Part I | Part 2). The discussion focuses on the...
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…
Keep Your Eye on the CAR-T
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Despite weak public biotech stock performance, venture…
From Downturn to Outperformer: How KWEB Became the Star of the China Market Rally
by SIACharts.com KWEB tracks the CSI Overseas China Internet Index, which includes China-based companies focused on internet and…
Is AI slowing down the energy transition?
by BeiChen Lin & Constanza Valdez, Russell Investments Executive summary: AI (artificial intelligence) is an extremely energy-intensive technology.…
Patience
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments When tech stocks are down, the best thing to do…
Technological Advances Make Things Better – Or Does It?
by Lance Roberts, RIA It certainly seems that technological advances make our lives better. Instead of writing a…
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…
Where it pays to get choosy: A case study in stock selection
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities, & Ibrahim Kanan, Healthcare sector lead, Fundamental…
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
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…
Where Are the AI Revenues? A Look at Mega-Cap Tech Sales Multiples
by Blake Heiman, Senior Associate, Quantitative Research, WisdomTree Key Takeaways Companies are investing billions into AI infrastructure to…
