Section
Technology
290 posts
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…
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...
What Cisco Teaches Us for Today’s AI Darling, Nvidia
by Jeremy Schwartz, CFA, Global Chief Investment Officer, & Joseph Attia, Intern, Research, WisdomTree™ Nvidia’s recent meteoric rise…
Market Conversations: Is artificial intelligence coming for our jobs?
by Brian Levitt, Global Market Strategist, Invesco Investing is all about possibilities. And artificial intelligence (AI for short)…
Industrial Policy Is Back
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitics is driving new interest in industrial policy. I recently…
The Butterfly Effect in Commerce: When Warehouses Meet Politics
“When trade stops, war comes.”– Jack Ma Drawing parallels from James Gleick's book Chaos: Making a New Science,…
AOH1996: Breakthrough Cancer-Killing Drug or Just Another Hype?
“The fact that hype exists doesn't prove that something is not important.” – Vilayanur Ramachandran This sentiment is the…
3 surprising investing ideas to consider now
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments This Fidelity strategist shares where she sees potential.…
AI and the new megacycle for tech
by Julien Gaertner, Drew Macklis, Mihir Mehta, Capital Group Too busy to plan your next business trip? Imagine…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
Ontario's Nuclear Renaissance a Cheat Sheet for US to Decarbonize Effectively
According to Doomberg1, in 2009, the Legislative Assembly of Ontario passed the Green Energy Act (GEA), a bill…
Goldman Sachs – Generative AI: Hype, or Truly Transformative?
by Goldman Sachs - Global Research Since the release of OpenAI’s generative AI tool ChatGPT in November, investor…
Nasdaq Rebalance Spotlights Risks from Supersized Set of Stocks
by AllianceBernstein Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaq’s plan to reconfigure…
Equity Outlook: AI Stars Eclipse Broader Earnings Resilience
by Chris Hogbin, Head – Equities, AllianceBernstein Excitement over AI has driven equities this year. Yet investors should…
Technology advancements driving opportunities in health care
by Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group, Amritha Kasturirangan, Portfolio Manager, Research Analyst, Franklin…
Artificial Intelligence Envy
by William Smead, Smead Capital Management Dear fellow investors, Charlie Munger says, “Envy is a really stupid sin…
