Section
Technology
293 posts
Lithium Prices Slide Further, and Other ESG Developments and Market Shifts
According to FactSet, global lithium prices have continued to decline since mid-November, reaching $30K per ton, a level…
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...
Technology investing: 3 views of tomorrow
by Martin Romo, Cheryl Frank, and Carl Kawaja, Capital Group High tech, high reward? It was anything but…
ChatGPT, AI, Systemic Risk & The Case for Dividends
Listen on The Move In this episode, Sri Iyer, Head of I3 Investments™, and Portfolio Manager at…
The AI ETF Landscape: Separating the Bots from the Stocks
Artificial intelligence (AI) ETFs have gained popularity in recent times, but there is a significant distinction between ETFs…
Is ChatGPT the Next "Killer App?"
by Lei Qiu, Portfolio Manager—Disruptive Innovation Equities, AllianceBernstein ChatGPT has ignited the world’s imagination about the power of…
Quick thoughts: Read, write, own—how Web3 can restore trust in markets and society
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Web1” represents…
Read, write, own—how Web3 can restore trust in markets and society
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton “Web1” represents…
Evolution & revolution: Five technology megatrends impacting society
by Sandy Kaul, Head of Digital Assets and Industry Advisory Services, Franklin Templeton Technology megatrends transform society, and…
Meta Platforms Is Blowing Through Billions of Dollars in Free Cash Flow. Will the Metaverse Bet Pay Off?
by Frank Holmes, CEO, CIO, U.S. Global Investors In 1990, a new tech start-up was spun out of…
Investing in Technology Stocks After the Big Blowout
by Lei Qiu, AllianceBernstein Technology stocks have been pummeled this year, leading some investors to question the sector’s…
Has Innovation Bottomed, Part 2: S&P 500 R&D/Sales 1st Quintile Analysis
by Stephen Vanelli, CFA, Knowledge Leaders Capital A couple weeks ago, in our quarterly strategy report (see: QSR-Has…
Has Innovation Bottomed? Is It Cheap Yet?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Innovation was the market darling thematic for many years leading up…
Four Technical Patterns in the Tech Sector
by Stephen Vanelli, CFA, Knowledge Leaders Capital Using our proprietary point-and-figure-based charting system, I review a couple thousand…
What Is the Semiconductor CHIPS Act, and Why Does the U.S. Need It?
by Frank Holmes, CEO, CIO, U.S. Global Investors The bipartisan Creating Helpful Incentives to Produce Semiconductors for America…
Dividend Payers and Growers: Resilient During Periods of High Inflation and Rising Rates (feat. Sri Iyer, Guardian Capital)
Listen on The Move We had the pleasure of interviewing Sri Iyer, Managing Director and Head of…
