Strategist's Corner
Strategist's Corner
Who Owns the Technology Harness?
5 October 2026
An AI model is like a car engine — without the chassis, brakes, transmission, and seatbelts, it likely won’t get you where you need to go.
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.
Week in Review
Week in Review
Soft Payrolls and Dovish Fed Comments Pause Bond Rout
2 October 2026
A review of the week’s top global economic and capital markets news.
Week in Review
Growth Holds Firm, Bond Yields Push Higher
25 September 2026
A review of the week’s top global economic and capital markets news.