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In this 7th episode of “The era of AI”, we have a conversation with Ankur Crawford, Executive VP and Portfolio Manager at Alger about DeepSeek. What is the cost of AI now that other AI machine are starting to emerge?
From the rise of DeepSeek to the uncertain impact of tariffs, 2025's market landscape is challenging historical patterns. Are we witnessing a fundamental shift in market dynamics or just another chapter in a familiar story?
After a decade of being overshadowed by passive investing, hedge funds are showing signs of renaissance. They provided better diversification than bonds and institutional sentiment is bullish. Is smart money rediscovering active management?
Here’s a headline that we’ve seen a lot in the news recently – “European regulators make U-turn on corporate sustainability rules.” Taking a look at the research, we have another perspective. Watch to find out more on sustainably.
Treasury yields are falling, inflation concerns are giving way to growth worries, and agency mortgage-backed securities are delivering 5.75% yields with AAA ratings. As markets shift their focus, why does this sentiment change matters?
After fifteen years of dominance by US markets European and emerging markets suddenly began outperforming, with China leading the charge. Is this just a hiccup, or is it the beginning of a major shift in global market leadership?
While the earnings backdrop remains solid, we think that investors should be prepared for some potential near-term volatility in markets.
Two years in a row of 20%-plus market returns, AI's productivity revolution, and a fundamental shift in the relationship between stocks and bonds. How is the current landscape and policies reshaping the Fed to global trade?
As Trump's tariff plans send economic shockwaves through markets, gold is quietly staging one of its most impressive rallies. From inflation concerns to geopolitical uncertainty, is gold telling a story beyond traditional investing?
Since Name, Image and Likeness (NIL) launched in 2021, this year the market is estimated to be $2.5B. With all of this increased spending on NIL deals but little regulation, how should we be advising these young athletes?
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