Spotlight: Corporate Spending and the Push from AI

We explore the increase in corporate spending and how much of it is being driven by the explosion of spending on AI.

AI and Electricity Demand: The Very Hungry Caterpillar

One consequence of the growth of AI is an electricity demand surge. This paper explores the reason for the surge, whether it can be met and implications for investors.

U.S. November 2024 Election: Implications for Investors

This paper examines the key policy implications of the election, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.

Investment Insights

Spotlight: Corporate Spending and the Push from AI

We explore the increase in corporate spending and how much of it is being driven by the explosion of spending on AI.

Read More
Macro Insights

AI and Electricity Demand: The Very Hungry Caterpillar

One consequence of the growth of AI is an electricity demand surge. This paper explores the reason for the surge, whether it can be met and implications for investors.

Read More
Macro Insights

U.S. November 2024 Election: Implications for Investors

This paper examines the key policy implications of the election, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.

Read More

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Investment Insights

October 28 2024

Spotlight: Corporate Spending and the Push from AI

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Spotlight: Corporate Spending and the Push from AI

AI and Electricity Demand: The Very Hungry Caterpillar

U.S. November 2024 Election: Implications for Investors

Spotlight: Corporate Spending and the Push from AI

AI and Electricity Demand: The Very Hungry Caterpillar

U.S. November 2024 Election: Implications for Investors

Spotlight: Corporate Spending and the Push from AI

AI and Electricity Demand: The Very Hungry Caterpillar

U.S. November 2024 Election: Implications for Investors

Market News and Insights

Recommended Insights

Spotlight: Corporate Spending and the Push from AI

Why Risk-Adjusted Returns Matter and How Low Vol Equities Might Help

AI and Electricity Demand: The Very Hungry Caterpillar

Spotlight: Corporate Spending and the Push from AI

Why Risk-Adjusted Returns Matter and How Low Vol Equities Might Help

AI and Electricity Demand: The Very Hungry Caterpillar

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TD Global Investment Solutions Newsletter