While many firms focus solely on front end exposure to AI (i.e. the Mag 7), we feel this carries some risk in the event of a bubble burst. By focusing on companies that support the foundation of a wider AI build out, we believe we can protect portfolios from this risk while still benefiting from…
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Water is often overlooked as an investment. But while 71% of the Earth’s surface is underwater1, potable water – clean, drinkable water – is scarce, especially in water-stressed regions. Water plays a crucial role in ~60% of global GDP2, touching all economic and social sectors in some form. However, its economic worth is not well…
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Amid international conflicts, domestic political turmoil, extreme weather events, and the recent pandemic, it’s easy to feel overwhelmed by both the news and the resulting market volatility. While the fundamentals of financial advice still hold – save more than you spend and maintain exposure to a diversified portfolio – additional strategies may be available to…
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