ANEW News and Press, ProShares MSCI Transformational Changes From 04/25/24

2024-04-25 13:15:00 ET Summary Large technology firms are investing a lot to become AI services leaders. They are active across the AI value chain and will likely work to make their foundational model an industry standard. We expect that many sector-specific AI solutions will emer...

2024-04-25 08:00:00 ET Summary As the Magnificent Seven falter, what could that mean for broader markets? As the rally in tech stocks run its course? Why the U.S. and Canada are on different paths when it comes to rates. ... Read the full article on Seeking...

2024-04-24 09:55:00 ET Summary Hard economic data is likely past its trough, and should continue to accelerate as we progress through 2024. We are still in the early stages of the next expansionary phase in the business cycle. The lead indicators of the business cycle suggest we s...

2024-04-18 03:40:00 ET Summary We have been following AI at Manning & Napier for decades, and despite the recent buzz, AI is not a new concept. Years of experience lead us to believe that we still have a way to go before we reach that final state. If AI is one large cycle,...

2024-04-17 14:05:00 ET Summary Massive spending on supercharged computing is raising concerns about a return to the dot-com bubble of the late 1990s and early 2000s, when inflated technology share prices eventually imploded. While we understand the comparisons, we believe they...

2024-04-16 08:40:00 ET Summary Electricity grid operators in the United States have begun to use AI and other digital tools to analyze vast amounts of data and tackle complex problems. Over the next 25 years, AI and other digital strategies will be deployed to substantially reduce...

2024-04-15 09:50:00 ET Summary Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets. In our 2Q 2024 Equity Outlook, we examine key historic dist...

2024-04-13 04:25:00 ET Summary Much is made of Artificial Intelligence’s potential to transform labour markets and make productivity gains. But at a macro level, we think those AI productivity gains, while significant, may not be quite so spectacular. We believe that AI...

2024-04-11 06:13:00 ET Summary Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so, how can investors benefit? AI presents a second avenu...

2024-04-08 09:00:00 ET Summary Looking forward, our base case is that the Fed engineers a soft landing and starts to normalize policy rates in the second half of the year. In recent quarters, large-cap technology has outperformed in both higher and lower rate regimes. The weig...