“When you say it’s gonna happen “now”. Well, when exactly do you mean? See I’ve already waited too long. And all my hope is gone”  –How Soon Is Now?, The Smiths, 1985 The rapidly spinning revolving door of financial market news has its latest headline to transfix investor emotions.  The latest rumblings heading into the new trading week surround cracks in credit quality …

Now you swear and kick and beg us that you’re not a gamblin’ man  Then you find you’re back in Vegas with a handle in your hand”  –Do It Again, Steely Dan, 1972  I recently had the opportunity to visit our GVA Advisors in Braintree, Massachusetts.  This week’s article is inspired by the great discussions we had about the melodic …

Artificial Intelligence has moved from buzzword to backbone. It dominates headlines, moves markets, and is reshaping the future of technology and the economy. For most people, AI is already part of daily life, and its influence will only deepen. For equity markets the question is not whether AI matters but where the next wave of opportunity lies. The dominant players …