Companies, primarily the tech mega-caps, are spending billions of dollars on artificial intelligence graphics processing units (GPUs) and data centre buildouts as the recognise AI's potential is far-reaching....
Biden and Trump have each laid out how they would approach the fiscal cliff, but investors need to understand the range of potential outcomes, not to mention how messy the process could be.
Recession fears are fading, but inflation concerns have resurfaced as consumer price index expectations have steadily risen since the beginning of the year.
From improved credit quality to deeper capital markets, as well as the surprisingly defensive characteristics, there is enough to make the case for a structural allocation to emerging market fixed income....
Technology stocks have had a fantastic run - but valuations are still looking reasonable when you consider the prospects in artificial intelligence, the memory market and semi conductors.