Section
Technology
289 posts
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…
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...
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,…
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
Magnificence beyond the Magnificent 7
by Richard Bernstein, Richard Bernstein Advisors Whether famous or infamous, the Magnificent 7 stocks have been 2023’s stock…
AI Heralds a Technology Paradigm Shift—But Not So Fast
by Lei Qiu, Portfolio Manager—Disruptive Innovation Equities, AllianceBernstein Technological turning points in the past have taught important lessons…
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
Is Too Much Riding on the Tech Titans?
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman U.S. tech is “Magnificent” in many ways,…
Will “AI Devices” Define the Next Decade?
by Cosmo Elms, Thematic Product Specialist, Neuberger Berman Generative AI is poised to revolutionize the smartphone market with…
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
Copilot, not autopilot: How generative AI augments, but doesn’t replace active management
by Max Gokhman, CFA, Head of MosaiQ Investment Strategy, Franklin Templeton Investment Solutions AI, with its data analysis…
How Can Companies Turn AI Promise into Profits?
by Michael Walker, Portfolio Manager/Senior Research Analyst—Concentrated Growth, & James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth,…
Mega-Cap Stocks Continue To Dominate. But Why?
by Lance Roberts, RIA Mega-cap stocks continue to dominate the market in 2023. The question is, why? After…
Is It Time for Investors to Consider Sector Rotation Amid a Tech-Heavy S&P 500?
by Frank Holmes, CEO, CIO, U.S. Global Investors Stocks are up 18.7% year-to-date, which is good news for…
The High-Stakes Gambling of Masayoshi Son
According to Doomberg1, In 2019, a staggering private market transaction made headlines as shares of OYO, an Indian…
