A full-year recap of the drivers and performance for major global markets and asset classes in 2026.
We quantify the hidden private asset exposure most investors have by holding US public equities.
Artificial-intelligence-related investment is one of the trends likely to sustain the rise of emerging market equities in 2026, as policy support also contributes to a favorable backdrop.
Uncover 2026’s most compelling market surprises with predictions on U.S. yields, gold prices, high yield spreads, and emerging market bonds. Get actionable insights from Bob Michele and Kelsey Berr...
Japan’s economy remained resilient in 2025, with the impact of U.S. tariff policies proving relatively modest. Following a rate increase in January, the Bank of Japan kept its policy rate unchanged...
This year has shown that markets can defy expectations, climbing to record highs even as volatility persisted. Looking ahead, 2026 looks set to start with a constructive backdrop for Asia and Eme...
Markets are shifting in ways predications can’t capture. Lauren Goodwin weighs in on why investors need new frameworks – not forecasts – to navigate a world where old playbooks no longer apply.
Emerging markets enter 2026 having moved beyond a simple rebound and into a broader rotation of leadership, quality, and opportunity.
Timely insights from inside Washington.
AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble.
An often overlooked asset class, preferred securities can offer higher, tax-advantaged income potential compared to other fixed in...
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
Why a new economic regime calls for a reassessment of risk and rewards
Explore market data and capital markets trends for nonprofit healthcare providers as the economic backdrop and interest rate outlook evolves.
Driving innovation and interoperability in global capital markets with Distributed Ledger Technology (DLT)
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