ChatGPT is a watershed moment for artificial intelligence (AI) and its adoption. While we are just in the early innings, we are witnessing the start of a major investment boom and technological advance that may fundamentally affect all economic sectors. We break down our investment framework to identify AI opportunities and where we think investors should focus.

Like the NBA champs the Boston Celtics, mortgage-backed securities have become the talk of the town. Why are MBS being seen as an investment opportunity right now? Is it a trend or is there more longevity to the story?

When you hear “roaring 20s” you likely have visions of flappers, jazz music & the Great Gatsby. Following the end of World War 1 in 1918, everything seemed to be going well for the US economy. Fast forward 100 years, 2020’s going to repeat?

When you think of investing in emerging market debt, what do you think of? Too risky or faulty...or opportunity? Does it not fit in your long-term portfolio? We will break it all down for you talking about the EM investment opportunity.

To end Pride month, we want to leave a lasting impression by sharing some eye-opening research; and provide some insight into the LGBTQ+ community’s relationship with financial services and investing.

Gas prices—a key election theme—will be top of mind for voters when they cast their ballots this November. But how much of an impact do elections really have on them? Stacey Morris, Head of Energy Research at VettaFi, explains.

Is the Fed overreacting to inflation? With major inflation price indicators declining for producers, when will the consumer start to feel it?

As we look ahead to the second half of 2024, it’s decision time—for the Federal Reserve, for the US electorate, and for investors.

Today, housing faces a number of challenges – interest rates have risen dramatically, home insurance premiums have gone up, and at the same time, extreme weather and energy security are posing new challenges.

The first half of 2024 has been bullish for markets. Meanwhile, we have some important milestones to hit in the 2nd half of the year such as the US election and potential rate cuts.