AI and Productivity: Calamity or Prosperity? (Natixis IM)
The topic of artificial intelligence (AI) has been influencing market trends for several years. From…
Stock Selection and Analysis
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2026 Midyear Equity Outlook: The Market Is Narrow. The Opportunity Set Isn’t (Metlife IM)
MetLife Investment Management and PineBridge Investments now have more to offer as a top-tier global investment…
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How Valuation Support Indicators Can Strengthen CRE Appraisals in Volatile Markets (University of Florida)
The three established approaches—cost, sales comparison, and income—have notable limitations, particularly during…
Earnings Bubble to Deflate | Peter Berezin (No Bull)
Peter Berezin, Chief Global Strategist at BCA Research, joins the discussion to discuss AI capex, valuations and…
