September 06, 2023 How Can Companies Turn AI Promise into Profits? by Michael Walker, James T. Tierney, Jr. Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI. Artificial Intelligence, Equities, Invest for Growth Likes 0 SHARE Bookmarks
August 30, 2023 Investors Beware—Earnings Forecasts Omit Stock Compensation by David Dalgas, Klaus Ingemann, Per La Cour Adjusted earnings forecasts tend to overshadow reported earnings and add uncertainty to corporate outlooks. Equities Likes 0 SHARE Bookmarks
August 17, 2023 Energy Addiction: AI’s Next Big Challenge by Dan Roarty, Benjamin Ruegsegger Investors should take a closer look at companies that help create a more energy-efficient ecosystem for AI. Artificial Intelligence, Equities, Invest for Purpose, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 15, 2023 Navigating Generative AI? Consider a Framework by Andrew Chin AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course. Artificial Intelligence, Equities, Fixed Income, Tech & Innovation Likes 0 SHARE Bookmarks
August 10, 2023 Broader Horizons? More Stocks Help Fuel US Market Gains Episodes of acute market concentration in the past have typically given way to periods of broader contributions to market returns. Artificial Intelligence, Equities, Invest for Growth Likes 0 SHARE Bookmarks
August 04, 2023 Why ESG Investors Should Look Beyond the Obvious Choices by Jeremy Taylor Companies that are on course to overcome ESG controversies deserve closer attention from investors. Climate Change, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 31, 2023 Record Heat, Climate Policies Energize Low-Carbon Investing by Kent Hargis, Ian McNaugher, Jayme Lisiewski New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too. Climate Change, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 25, 2023 How to Prepare for Market Volatility Before It Strikes Again by Kent Hargis When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes. Equities, Volatility Likes 0 SHARE Bookmarks
July 19, 2023 Do Financials Have a Role in Sustainable Equity Portfolios? by Dan Roarty, Sarah Tunnell, William Johnston Financial companies that help address some of the world’s most pressing socioeconomic challenges deserve attention from sustainability-focused investors. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 17, 2023 Nasdaq Rebalance Spotlights Risks from Supersized Set of Stocks As Nasdaq prepares to rejig the weight of US megacaps in a key benchmark, equity investors should take a closer look at their exposures to the tech titans. Artificial Intelligence, Equities, Tech & Innovation Likes 0 SHARE Bookmarks
July 10, 2023 AI Alone Won’t Magically Unlock Earnings Power by Jonathan Berkow Many companies are talking up the potential of artificial intelligence. But equity investors shouldn’t jump blindly on the AI bandwagon. Artificial Intelligence, Equities, Tech & Innovation Likes 0 SHARE Bookmarks
July 05, 2023 Equity Outlook: AI Stars Eclipse Broader Earnings Resilience by Chris Hogbin Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions. Artificial Intelligence, Equities, Rising Rates Likes 0 SHARE Bookmarks
June 14, 2023 Help Wanted: Why Smart Companies Recruit for Diversity by Gayle Baldwin, Vivian Lubrano Companies that are more inclusive in recruiting will find better-qualified employees, which can bolster competitive advantages and help deliver better outcomes for investors. Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks