TIMELY MARKET UPDATES
7 Charts We’re Watching in 2024
As we usher in the New Year, it’s an opportune time to reflect on the dynamics of the global economy and the financial markets. In this post, we’ll take a step back to explore seven charts that we’re…
5 Infographics to Better Understand Artificial Intelligence
As you continue to have more and more conversations in your daily life (work and otherwise) about Artificial Intelligence, you may need help leveling up your basic understanding of foundational AI concepts. Check out these infographics…
VIDEO: Demystifying AI in Asset Management and its Use in the Investment Process
You’ll walk away with a deeper understanding of how AI is being applied to asset management, applying it to investing is more complicated than other applications, what to look for in an AI Asset Manager, and how we apply AI to the investment process.
Bullish Sentiment, Energy Prices, Stock Buybacks
November’s market rally has investors feeling bullish again. A string of constructive economic data has sent interest rates lower and stocks higher. Recent data indicates that the labor market is…
Integrate AI Into Your Practice: Actions You Can Take Today with ChatGPT and Midjourney
Staying abreast of the cutting-edge tools and products available can seem daunting in the rapidly evolving world of artificial intelligence (AI). In this guide, we’ll attempt to demystify two well-known AI tools, ChatGPT and MidJourney.
7 Due Diligence Questions to Ask When Interviewing AI-Based Asset Managers
With the sudden onslaught of new artificial intelligence-based applications and tools, many managers may now be marketing their strategies as using “artificial intelligence” or machine learning. The following questions could…
Labor Productivity, Construction Employment, Small-Cap Stocks
Happy Veterans Day! Labor productivity increased more than expected in the third quarter, as the economy continues to digest pandemic era disruptions. The labor market is weakening, unfortunately this…
AI and the SEC: 6 Steps to Get Ahead of the AI Rule
Artificial Intelligence as an investment concept has exploded this year with the increasing commercialization of products like Chat GPT and Dall-E. As companies and consumers have adapted the new technologies, the SEC is…
Goldilocks Economy, Profitless Companies, Retirement Savings
U.S. Gross Domestic Product (GDP) grew at an annualized rate of 4.9% in the third quarter. The core personal consumption expenditures (PCE) index, the Federal Reserves preferred gauge of inflation…
Financial Conditions, Retail Sales, Government Debt
The financial markets are working in the Federal Reserve’s favor, as interest rates across the yield curve hit 5% this week. The tighter financial conditions are weighing on asset prices but, so far…