The headline statistics are hard to ignore. In 2024, global corporate AI investment reached $252.4 billion, a 25.5% increase from 2023, and is now 13× higher than 2014 levels which has provided the foundation for concerns around bubble formation. During the dot-com bubble when the internet was first emerging, capital was allocated irrationally to unprofitable […]

The short answer is no. Since the pandemic, headlines have touted the gap between the haves and have-nots (high vs low income consumers). The popular narrative has been that prices (as measured by inflation) have risen markedly since the pandemic and as a result, lower income consumers have been forced to be more restrained as

International Equities: Prior to 2023, international equities have underperformed the S&P 500, driven by poor relative growth and a strengthening U.S. Dollar, for over a decade. However, for the first time in 15 years, international markets are currently experiencing three conditions that have historically led to strong outperformance: a weakening U.S. Dollar over the past

Introduction The unprecedented negative performance in both bonds and equities in 2022 has led investors and financial advisors to seek alternative investment strategies to diversify their portfolios and manage risk more effectively. Hedged equity strategies have garnered increasing popularity within the broader alternatives space in recent years, primarily due to their ability to function as

International Equities:  International equities have underperformed the S&P 500, driven by poor relative growth and a strengthening U.S. Dollar, for over a decade. However, for the first time in 15 years, international markets are currently experiencing three conditions that have historically led to strong outperformance: a weakening U.S. Dollar, low valuations, and strong forward growth

This week’s round-up of Market, Inflation, and Economy. Read more

This week’s round-up of Market, Inflation, and Economy. Read more

This week’s round-up of Market, Inflation, and Economy. Read more

This week’s round-up of Price, Fed, Fiscal, and Innovation. Read more

This week’s round-up of Price, Fed, Fiscal, and Innovation. Read more