Consider how global mega forces are impacting portfolios
The gold market is notable for both its long history and its significant scale. Gold’s role as a consumer good and an investment asset is shaped by its scarcity, the durability of its above-ground...
Assess how central banks balance resilient growth, persistent inflation and energy risks while AI investment supports demand, influences policy expectations and reshapes global markets across regions.
Ramp co-founder and co-CEO Eric Glyman joins Inside Blackstone to share what spending data from tens of thousands of companies reveals about AI adoption, jobs, and token spend.
The AI financing wave is weighing on the weakest credits within high yield. The key question is, will the stress be contained at the bottom of the spectrum?
In this month’s issue, AI-driven investment and strong earnings growth continue to support emerging markets, though selectivity remains essential as higher interest rates create winners and losers.
Ninety One’s Capital Market Assumptions framework focuses on the key drivers of long-term performance. We do this to better understand possible future returns, enriching discussions with our clients.
Tuesday, November 3, 2026 — Read today's Daily Update about how the US elections are shaping energy transition policies, the evolving landscape of private markets amid global uncertainty, and wheth...
Bioenergy with carbon capture and storage has long been one of the most promising and contested technologies in the rapidly expanding world of carbon removal. It is now starting to move from theory...
Friday's market moves are attention grabbing, but economically more muted. The crypto gyrations are speculation, with little real world relevance (beyond the alleged boost to North Korea's GDP). Th...
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