Section
Technology
287 posts
The health care breakthrough that’s not an obesity drug
by Richmond Wolf, Christopher Lee, Judith Finegold, Capital Group You’ve heard of computer hacking, now meet gene hacking.…
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...
Empowering AI
by Carl R. Tannenbaum, Chief Economist, Northern Trust AI adoption will dent the fight against climate change. By…
Tech Stocks: Head Fake or Value Shift?
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
MFS' Robert Almeida: A Different Paradigm
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management As the world shifts away from one of…
The Handoff to Normal?
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The U.S. successfully transitioned once again to a…
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…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
Tesla’s Troubles Signal a Speedbump for Investors in the EV Story
by James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth, Michael Mathay, CFA, Senior Research Analyst—Concentrated Growth, AllianceBernstein…
U.S. EV Sales Need A Boost
by Ryan James Boyle, Senior Economist, Northern Trust More charging stations and lower prices can break EV sales…
AI Tipping Point: A Deep Dive Into Semiconductors
by Vishal Hindocha, Global Head of Sustainability Strategy, Genevieve Gilroy, Equity Research Analyst, MFS Investment Management® Which semiconductor…
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 Second Wave of the AI Investment Theme
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman The artificial intelligence investment theme made the…
Market concentration and the Magnificent Seven: Where next?
by Chris Banse, Russell Investments Executive summary: The Magnificent Seven stocks (Microsoft, Apple, Alphabet, Amazon, Nvidia, Meta, and…
Active management insights: To tech and beyond?
by Gabriel Sauma, Russell Investments Executive summary: Investors experienced a shift in global risk sentiment during Q4, marked…
Can AI Hallucinations Be Tamed for Investing Models?
by Sahar Attaripour, Portfolio Manager—Multi-Asset & Hedge Funds Solutions, & François Oustry, Portfolio Manager—Multi-Asset & Hedge Funds Solutions,…
