Section
Supply Chain
18 posts
Something Has to Give
by Ed D'Agostino, Global Macro Update, Mauldin Economics “Ill fares the land, to hastening ills a prey, Where…
The next AI bottleneck: Power, permits and public support
by Phoebe Lei, Responsible Investment & Governance Analyst & Hamish Chamberlayne, CFA, Head of Global Sustainable Equities, Portfolio…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
The Execution Layer: Where AI’s Real Winners Are Made
Morgan Stanley's Counterpoint Global Insights team has published an update to its landmark AI Beneficiaries research, introducing a…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the Guardian i³ Investments TeamTM uses machine learning, AI, and human judgment, to separate builders, spenders and beneficiaries.
AI Everywhere, Everything
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager, Purpose Investments This isn’t our first tech…
When Energy, Fertilizer, and Weather Collide
S&P Global Warns of a Global Food Crisis in the Making
Canada's Sleeping Giant
Mark Carney bets energy infrastructure can hold a fractured country together
When the Jackpot Hits an Empty Seat
The Shrugflation Triangle and What It Means for Advisors and Investors
Supply Is the Ceiling
The AI Buildout Has Outrun Every Optimistic Forecast. The Constraint Is Not Demand.
The Intelligence Age Has a Financing Problem
Coatue Management opens its October 2026 Publics Update1 with a warning about the market itself, not with a…
The AI Boom Has More Than One Ending
In a September 2026 whitepaper1, Meketa Investment Group researchers Alison Adams and Frank Benham argue that the AI…
Russia, China, Iran, Energy: Why Every Western Move Makes Things Worse | Doomberg
Listen on The Move Every move the West makes seems to make things worse — and Doomberg…
AI at the Wheel: Portfolio Construction in a Capital Investment Boom
J.P. Morgan Asset Management's Strategic Investment Advisory Group confronts the defining challenge of the current cycle: how to capture AI's upside without being consumed by its risks.
NVIDIA’s Relative Strength Is Surging. Can the Stock Clear Resistance?
by SIACharts.com NVIDIA Corporation (NVDA) ranks 61st of 504 stocks in the SIA S&P 500 Index Report, placing…