Innovation, Uncertainty, and Investing 

Throughout history, each generation has encountered technological advances that have reshaped the way that people live and work. Some of us have experienced several of these periods of profound innovation within our own lifetimes. While each technological breakthrough is always unique, the questions that arise are usually remarkably familiar: Will machines replace workers? Will productivity eliminate jobs? And how should investors position themselves for a world that may look very different a decade beyond?  In 1966, … Continued

AI’s Transition from Promise to Earnings

Many clients have been asking us what our expectations are for artificial intelligence (AI) and how it will ultimately shape the economy, capital markets, and the overall job landscape. While it’s still early to draw firm conclusions, the signs increasingly point to the beginning of a meaningful societal shift—one that appears to be unfolding at … Continued