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June 30, 2024
There is no getting around their influence. Our expert is here to get us started with a snapshot. You mentioned the fed and rates. This is a big deal, it has had a big effect on etf flows. We have seen what has gone on the bottom side of things, but we have seen other etf flows. In particular sectors. You would think tech would be number one, that it is real estate. The yield is 5 , 6 , so the thirst for yield has pushed money into interesting places. Our etfs taking over the world . Sectors, it...
June 30, 2024
Overheating economy or a tight labor market. Wage increases are modest. We dont see wages signaling tightness. It has been below the 2 objective the last 25 years. Is a transitory or are there more fundamental things that work . I think were watching carefully to see. We think it is important to gradually move our policy rate to a neutral level. The economy is strong, unemployment is low, growth is strong, it appears to have picked up. It is time to be normalizing Interest Rates. Jonathan joinin...
June 30, 2024
Get us started with a snapshot. You mentioned the fed and rates. This is a big deal, it has had a big effect on etf flows. We have seen what has gone on the bottom side of things, but it has also affected etf flows , in particular sectors. You would think tech would be number one, that it is real estate. Rates yield is 5 , 6 , so the thirst for yield has pushed money into interesting places. Our etf taking over the world . If you look at the sectors, it is way more owned by passive than other se...
May 1, 2024
A whole ecosystem of supporting companies offers additional upside
April 22, 2024
The industry is adopting AI tools to โsuperchargeโ analysis and build portfolios
April 12, 2024
Compared to public markets, private markets have less transparency and offer less liquidity
March 26, 2024
The upheavals at Inflection AI and Stability AI may signal a subtle shift in the AI industry.
March 25, 2024
A Canadian asset manager on Monday launched an exchange-traded fund using artificial intelligence rather than human beings to build a portfolio dedicated specifically to AI. Wed been...
July 26, 2023
TCW is the latest well-established asset manager poised to enter the ETF business. Today, it announced it is buying the Engine No. 1 ETF business.ย
April 18, 2023
Polar Capital's Ben Rogoff, who launched an AI fund 5 years ago, will discuss how he's investing in artificial intelligence and other tech stocks right now.