Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
Stock Selection and Analysis
Lead Content
When Quality Isn’t Enough: A Multi-Dimensional Lens for Small Cap (Polen Capital)
What works for large caps may not always work for small caps. In this paper, Polen Capital explores why trusted…
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Record Stock Valuations, Fed Independence, and Macro Volatility (Hussman Funds)
Equity valuations are heavily affected by expectations for long-term cash flows, along with the interest rates and…
Valuing AI: Extreme Bubble, New Golden Era, or Both (GMO)
In this two-part piece, GMO co-founder Jeremy Grantham and financial historian Edward Chancellor examine today’s…
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Tokenomics, the quantum threat, and turbulent skiesExplore this selection of high-quality insights…
Where Active Management Can Add Meaningful Value
Across today’s markets, dispersion, shifting fundamentals, and rapid innovation are creating…
Signals in the noise
In a market defined by elevated credit valuations, rising global debt, and shifting sector dynamics…