Investment Outlook

The Token Economy

AI is becoming part of the everyday cost of doing business. But as usage grows, the economics behind it are changing quickly

Our Senior Equity Analyst Richard Shih, CFA, looks at the emerging “Token Economy,” why a price war may be taking shape, and what falling AI costs could mean for companies and investors.

Sell America - or Buy The Dips

What does the growing "Sell America" trade mean for investors? This month's investment update examines the geopolitical forces reshaping global capital flows, why international investors are reassessing U.S. assets, and whether today's environment calls for selling America or buying the dips.