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AI concerns are forcing a rapid reset of software stocks. But disruption rarely unfolds as fast as markets expect. Software stocks have suffered a rude awakening amid fears that artificial intellig...
Despite increasing geopolitical uncertainty in early 2026 driven by a more interventionist US policy stance, risk appetite remains intact, though sentiment is increasingly shaped by escalating geop...
Global pension capital investor, IFM Investors (IFM), today announced that the right policy settings could lead to a further C$10 billion invested in Canada over the next 10 years, seeking risk-adj...
Recent volatility in US private credit has exposed strains within evergreen funds holding long-dated, illiquid loans. Felipe Berliner explains why emerging market private credit may offer a better...
Templeton Global Investments is increasing its focus on opportunities in the consumer staples sector, where compelling valuations, attractive dividends and potential earnings recovery beckon.
Year-end brings policy uncertainty and liquidity challenges for US money markets, with a possible new FOMC chair and rate shifts adding intrigue to December.
CIO Weekly Perspectives | March 02, 2026 Equities: Navigate the AI and Tariff Disruption—Don’t Fight It There’s n...
For Q4 2025, we adopted a more cautious stance, maintaining a slight underweight in growth assets while keeping defensives neutral. Although growth assets continued to perform well and macro data r...
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