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Articles by Todd C. Ahlsten
Where Are The Best AI Investing Opportunities?
Artificial intelligence has evolved from a futuristic concept to a real force, reshaping industries and redefining the way companies generate value. For investors, the AI revolution presents opportunities to capitalize on long-term growth and pursue strategies that make money today. Generative AI—technology that’s capable of producing text, images, music and more—represents the latest leap in the landscape.
Where Are The Best AI Investing Opportunities
Artificial intelligence (AI) has evolved from a futuristic concept to a real force, reshaping industries and redefining how companies generate value. For investors, the AI revolution presents opportunities to capitalize on long-term growth and actionable strategies to make money today. Generative AI—capable of producing text, images, music and more—represents the latest leap in the AI landscape.
Investing In AI Today: Where Opportunities Are Present
Artificial intelligence (AI) has evolved from a futuristic concept to a real force, reshaping industries and redefining how companies generate value. For investors, the AI revolution presents opportunities to capitalize on long-term growth and actionable strategies to make money today. Generative AI—capable of producing text, images, music and more—represents the latest leap in the AI landscape.
2024 U.S. Election Implications: Stay the Course
Key Takeaways Despite political changes, our long-term investment strategy remains unchanged. We will continue to focus on building concentrated portfolios of high-quality, resilient companies. We are not planning immediate adjustments to our portfolios, as long as corporate earnings and economic growth remain strong. The potential impacts to market sectors will depend on how campaign rhetoric translates to policy implementation.
AI vs. the Economy - A Tale of Two Outlooks
Sponsored by By Todd Ahlsten, CIO, Parnassus Investments I’ve driven down to Silicon Valley countless times in my 29 years studying the semiconductor industry. The several-day-long trip I just finished, where I sat down with CFOs and other executives of leading chip manufacturers, was unlike any other I’ve experienced. That’s because the AI boom that’s driving the semiconductor industry is unlike any cycle I’ve ever seen.
Investing in Volatile Markets
Sponsored by When the president of the Federal Reserve emphasizes the “pain” that will be required to bring down inflation, as he did at Jackson Hole in August, it’s probably a good time to check your portfolio. In doing so, you may find that stocks in sectors like technology, consumer discretionary, materials and housing are feeling the most pain. This might not be surprising.
Navigating Today's Precarious Financial Environment
The big casualty of this year’s plunging markets has been growth stocks—big technology firms and other companies whose shares investors pay a premium for because they can grow their earnings much faster than the overall market. Growth stocks have powered the bull market for more than a decade—but with the Federal Reserve the most hawkish it has been in two decades, there is a major shift in sentiment.
Accepted For 4 CFP / IWI / CFA CE Credits
Wednesday, December 9, 2020 • 12pm - 4pm ET • Accepted For 4 CFP / IWI / CFA CE Credits Agenda 12:00pm – 12:30pm ET The Window to De-Risk Your Portfolio from Climate Change is Closing Jeff Gitterman, Co-founding Partner, Gitterman Asset Management Climate change is our most critical systemic challenge. If your portfolios don't already account for climate risk, it's time for a review.
Parnassus on Companies Becoming More Relevant to Customers during COVID-19
Companies that exhibited the best capabilities to serve customers as they began to shelter in place relied on innovation long before the pandemic emerged. Remaining relevant to customers during this time requires doubling down on inventiveness, adaptability and resilience. Companies Stepping Up Humans are incredibly innovative, and the companies they have built are finding ways to meet the challenge of the pandemic with innovations to fight the virus and keep the economy up and running.
Many Companies Will Emerge Stronger From the Pandemic
Written by: Benjamin E. Allen and Todd C. Ahlsten | Parnassus Investments Companies that exhibited the best capabilities to serve customers as they began to shelter in place relied on innovation long before the pandemic emerged. Remaining relevant to customers during this time requires doubling down on inventiveness, adaptability and resilience.
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