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Urbana : Management's Discussion & Analysis May 9, 2024

Urbana : Management's Discussion & Analysis May 9, 2024
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Where to look beyond the Magnificent Seven for exposure to AI

A whole ecosystem of supporting companies offers additional upside

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As stocks rally, what's the right amount of cash to keep on hand?

Advisors are weighing several factors as they determine the appropriate cash allocation for client portfolios

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Portfolio ex machina: How asset managers are embracing AI

The industry is adopting AI tools to ‘supercharge’ analysis and build portfolios

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Private markets becoming more accessible, but due diligence needed

Compared to public markets, private markets have less transparency and offer less liquidity

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