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How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history.
- Artificial Intelligence (AI)
- Brendan Ryan, CFA
- 05th Sep 2024
- FIRESIDE CHARTS
- 28th Feb 2025
Europe, China, Excess Returns
Europe is in the spotlight after a strong start to the year for European equities. So far, the strong performance has been mainly driven by sentiment and currency. Chinese equities are also off to…
- Uncategorized
- 16th Feb 2025
Will Old Risks Return in the New Year?
2025 is off to an exciting start. Will the historical analogies hold true, or will 2025 be a year all its own? Companies are extremely optimistic about the future, but sometimes actions speak louder…
- FIRESIDE CHARTS
- 14th Feb 2025
Inflation, Consumer Credit, DeepSeek
The first inflation print of the year came in hotter than expected. There may be more of the same ahead, according to both market and sentiment-based indicators. U.S. consumer credit saw its largest month-over-month…
- TIMELY PM UPDATES
- 21st Jan 2025
4Q24 Commentary: Priced for Perfection – S&P 500 Increasingly Dependent on the AI trade
2024 was a spectacular year for U.S. equity indices, but only a normal one for the typical stock which pulled back appreciably in December. Headline equity performance continued to be driven by the very…
- ECONOMICS & INVESTING
- 17th Dec 2024
Artificial Intelligence Doesn’t Appear Ready to Take Over the World Yet
The last two years have seen an explosion in the availability of artificial intelligence (AI) tools to the consumer. Products like ChatGPT and Midjourney have captured imaginations and caused speculation about how soon AI…
- Artificial Intelligence (AI)
- 05th Sep 2024
Today’s AI investment boom in the context of history
How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history.
- ECONOMICS & INVESTING
- 30th Jul 2024
Five Principles for Responsible Use of Artificial Intelligence/Machine Learning Technologies in Asset Management
As the general public becomes more informed about artificial intelligence and machine learning technologies, they are also becoming more informed about the potential risks that those of us who’ve been using these methods for…