Aiming for the stars: how AI could redefine the macroeconomic regime and the natural interest rate R*

Artificial intelligence has become the dominant force in stock markets. While it’s still too early to gauge the true scope of its applications—and even further to predict the technology’s future trajectory—markets are predictive machines, and they have already voted in favor of its ability to boost profits. But beyond this immediate interpretation, a deeper question … Continued

How ETFs are redefining portfolio construction

Fernando de Frutos, chief investment officer at Boreal Capital Management, explains how ETFs are now an important part of a portfolio and how they are redefining portfolio construction.