White Paper: “AI Is Moving Fast—And the Winners Might Not Be Who You Expect”
AI is evolving fast, and so is the way investors are approaching it. In his latest white paper, Dave Harrison Smith, CFA—EVP, Domestic Equities—shares where he sees the shift in AI…
Pensions & Investments, “AI applications: When can investors feel the impact?”
LLMs. Co-pilots. Agents. Two years after ChatGPT took the world by storm, the hype behind artificial Intelligence remains palpable. Major tech companies are pouring billions into sparkling…
Bailard in Pensions & Investments, “GenAI is an accelerant to cybersecurity threats — here’s where the opportunity lies for institutional investors”
Generative Artificial Intelligence, or “GenAI,” has captured the world’s imagination. We have written extensively on the trend and believe it will catalyze a sharp increase…
Exploring the Possibilities of Generative AI
Dave Harrison Smith, CFA, Executive Vice President, Domestic Equities, and Head of Technology Research delves into—both massive and more mundane—potential advancements, impacts, and risks as…
When Tech and Environmental, Social,Governance (ESG) Investing Intersect
Dave Harrison Smith, CFA, Executive Vice President, Domestic Equities and lead Portfolio Manager of Bailard’s technology strategies, explores the subtleties and depth required to uncover…
Technological Transformation of Working from Home
Dave Harrison Smith, CFA, Senior Vice President of Domestic Equity Research June 30, 2020 “What’s happening to the office? Technology has made it possible to redefine where work is done. The…