Strategist's Corner
Strategist's Corner
Who Owns the Outcome?
AI and the New Economics of Software
9 September 2026
AI-enabled software is becoming ubiquitous, but can AI guarantee reliable outcomes? Investors may find opportunity beyond the screen.
Strategist's Corner
Why Index Concentration Will End
26 August 2026
Concentration may persist for years, but history shows competition eventually resets the scoreboard.
Strategist's Corner
4 min
AI’s Cash-Flow Test: A Lesson From the GFC
24 July 2026
Will future earnings and cash flows be strong enough to support today’s broad market enthusiasm for AI? Active managers can help separate the winners from the losers.
Week in Review
Week in Review
US Core Inflation Firms, but Diplomacy Hopes Rise
11 September 2026
A review of the week’s top global economic and capital markets news.
Week in Review
Solid Job Gains Keep Fed’s Focus on Inflation
4 September 2026
A review of the week’s top global economic and capital markets news.