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#1 archived pick
Artisan
Mar 30, 2026
28 sec read
The integration of artificial intelligence into healthcare is more nuanced than widespread disruption suggests.
While AI excels at optimizing information and administrative tasks, the core of healthcare remains anchored in biology, stringent regulations, and physical infrastructure, limiting direct substitution.
#2 archived pick
Artisan
Mar 30, 2026
26 sec read
When launching an emerging markets debt fund, the selection of a global custodian is paramount.
This choice directly shapes the investable universe, influencing potential alpha generation by determining market access and operational viability.
#3 archived pick
Alliance Bernstein
Mar 30, 2026
25 sec read
Geopolitical tensions, particularly the Middle East conflict and resulting oil price shocks, have recently pressured emerging market equities.
However, historical analysis reveals that periods of heightened market volatility often precede significant rebounds.
#4 archived pick
First Trust
Mar 30, 2026
32 sec read
The US economy faces headwinds as growth moderates and government spending continues to weigh on potential.
While AI offers long-term productivity promises, current economic realities are shaped by rising inequality, with spending concentrated among high earners.