Innovative Tech will face macroeconomic headwinds in a new “higher for longer” interest regime. Yet, the long-term opportunity of the cohort is tremendous. Investors need to be judicious with the timing of adding new capital to…

Special Report

Generative AI is a major technological breakthrough that holds tremendous economic and investment promise and will have sweeping effects on wide swaths of the economy. We are bullish on generative AI as a long-term investment theme.…

Special Report

Executive Summary Robotization Is Gaining Pace  ​​​​In today’s publication, we will zero in on one of the most exciting areas of technological innovation that also presents substantial long-term investment potential…

Special Report

Highlights Investors should view social media as a technological innovation with negative productivity growth. Social media has contributed to policy mistakes – such as fiscal austerity and protectionism – that have acted as…

Highlights Recent progress on the path to a post-pandemic state and the return to pre-COVID economic conditions has been mixed. The share of vaccinated individuals continues to rise globally, and the number of confirmed UK cases has…

Special Report

Highlights The Auto and Components industry group is in the middle of a momentous transition to electric and autonomous-vehicle manufacturing thanks to technological advances in battery storage, AI, and radars. The entire EV cohort…

Special Report

Dear Client, This Special Report is the full transcript and slides of a presentation I recently gave at the London School of Economics symposium: 'Will I Work For AI, Or Will AI Work For Me?' The presentation pulls together…

Special Report

Dear Client, In addition to this Special Report written by my colleagues Mark McClellan and Brian Piccioni, we are sending you an abbreviated weekly report. Best regards, Peter Berezin, Chief Global Strategist Global Investment…

Special Report

Media reports warn of a "Robot Apocalypse" that is already laying waste to jobs and depressing wages on a broad scale. Technological advance in the past has not prevented improving living standards or led to ever rising…

Special Report

Dear Client, In addition to this Special Report written by my colleague Mark McClellan, we are sending you an abbreviated weekly report, which includes the Tactical Global Asset Allocation Monthly Update. Best regards, Peter Berezin…