Consider how global mega forces are impacting portfolios
Global growth remains resilient as 2026 enters its final quarter, supported by artificial intelligence (AI) investment and reshoring. However, elevated energy costs are keeping inflation persistent...
Smart Materials investing: capture AI- and electrification-driven demand, critical mineral scarcity and industrial innovation across the value chain.
Quantum computing is moving from scientific promise to commercial reality, opening new possibilities across sensing, secure communications, finance, healthcare, aerospace, defense, and space. The i...
Contractual income, a deep and stable institutional investor base and diversification benefits have helped loans deliver resilient performance across a wide range of market environments, reinforcin...
Latin American equities advanced in Q3, supported by attractive valuations, improving policy dynamics and diversification appeal amid AI-led market leadership, energy uncertainty and geopolitical f...
Why durable growth may matter more than chasing the first phase of AI investing.
In this episode of Galaxy Grid, the hosts break down a massive Q3 close for crypto, with Bitcoin trading above $80K and Ethereum posting its best quarter since Q3 2024. The panel unpacks the struct...
Oil and rates may challenge markets, but the success of Meta's personal AI agent suggests the structural AI growth story may remain on track.
Explore the data behind the 60/40 portfolio—from stock-bond correlations and historical risk-adjusted returns to different allocations, investment horizons and global markets. This edition examines...
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