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ChatGPT And The Curse Of The Second Law
Special Report The conventional economic thinking about the likely impact of AI is misguided because it extrapolates linearly from what AI can do today to what it can do tomorrow. Just as the investment community and the broader public were…
US Equity Strategy by Peter Berezin
Will AI Usher In The Next Phase Transition In Economic Growth?
  According to BCA Research’s Global Investment Strategy service, AI’s progression is following an exponential curve, not a linear one, meaning that advances could come much faster than expected. If humanity survives…
Daily Insights
ChatGPT And The Curse Of The Second Law
Special Report The conventional economic thinking about the likely impact of AI is misguided because it extrapolates linearly from what AI can do today to what it can do tomorrow. Just as the investment community and the broader public were…
Global Investment Strategy by Peter Berezin
Will Cathie Wood's Ark Funds Outperform?
Innovative Tech will face macroeconomic headwinds in a new “higher for longer” interest regime. Yet, the long-term opportunity of the cohort is tremendous. Investors need to be judicious with the timing of adding new capital to…
US Equity Strategy by Irene Tunkel, Guy Russell
Chatting With A Chatbot
Special Report Generative AI is a major technological breakthrough that holds tremendous economic and investment promise and will have sweeping effects on wide swaths of the economy. We are bullish on generative AI as a long-term investment theme.…
US Equity Strategy, US Political Strategy, Global Investment Strategy by Irene Tunkel, Guy Russell
The Robot Revolution
Special Report Executive Summary Robotization Is Gaining Pace  ​​​​In today’s publication, we will zero in on one of the most exciting areas of technological innovation that also presents substantial long-term investment potential…
US Equity Strategy by Irene Tunkel
The Social Media Magnification Effect: Austerity, Populism, And Slower Growth
Special Report Highlights Investors should view social media as a technological innovation with negative productivity growth. Social media has contributed to policy mistakes – such as fiscal austerity and protectionism – that have acted as…
The Bank Credit Analyst by Jonathan LaBerge
August 2021
Highlights Recent progress on the path to a post-pandemic state and the return to pre-COVID economic conditions has been mixed. The share of vaccinated individuals continues to rise globally, and the number of confirmed UK cases has…
The Bank Credit Analyst by Jonathan LaBerge
EV Revolution
Special Report Highlights The Auto and Components industry group is in the middle of a momentous transition to electric and autonomous-vehicle manufacturing thanks to technological advances in battery storage, AI, and radars. The entire EV cohort…
US Equity Strategy by Irene Tunkel
The Impact Of AI: Will We Be Able To Work In The Future?
Special Report Dear Client, This Special Report is the full transcript and slides of a presentation I recently gave at the London School of Economics symposium: 'Will I Work For AI, Or Will AI Work For Me?' The presentation pulls together…
European Investment Strategy by Dhaval Joshi

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