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AI May Manage Your Portfolio, Is ESG Dead?, & Mortgage REITs Stop Lending
JPMorgan, Morgan Stanley, and Goldman Sachs are planning generative AI tools for their advisors. Will AI eventually manage your investment portfolio?
Plus: the hits keep on coming for ESG, and mortgage REIT lending has all but dried up in 2023.
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Episode Links
- Your Financial Advisor Will Soon Use AI on Your Portfolio (Barron’s)
- S&P Drops ESG Scores From Debt Ratings After Investor Confusion (Bloomberg)
- New Lending by Mortgage REITs Has Dried Up (WSJ)
About The WealthChannel Podcast
On The WealthChannel Podcast, we unlock the world of wealth, money, and finance. Hosts Jimmy Atkinson and Andy Hagans deliver unfiltered views on the most important news that investors need to know right now.
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