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2026 Year-Ahead Outlook: Macro, Equities, Funds, RMBS, CMBS and CLO Insights
  • 21 hours ago

Equity fundamentals remain supportive, driven by resilient earnings which are expected to broaden outside of Magnificent-7, along profit margins near all-time highs and resilient consumer demand. L...

2026 year-ahead US outlook: Macro, equities, funds, RMBS, CMBS and CLO insights
  • 21 hours ago

Equity fundamentals remain supportive, driven by resilient earnings which are expected to broaden outside of Magnificent-7, along profit margins near all-time highs and resilient consumer demand. L...

A New Dawn for Non-US Stocks? Rethinking Global Equity Allocations
  • 21 hours ago

For years, investors were penalized for higher allocations to non-US stocks in a US-dominated market. Now, the tables may be turning. The US is coming off a period of remarkable equity-market domin...

Above the Noise: Look beyond distracting headlines
  • 21 hours ago

The outlook for stocks still looks promising despite headlines on Fed independence, Greenland, and ongoing geopolitical maneuvering.

Accelerate de-risking to lock in 2025 funded status gains
  • 21 hours ago

State Street shares historical data to illustrate why corporate DB plans should take steps now to lock in their 2025 funded status gains.

AI, technology & valuations
  • 21 hours ago

Annual results 2025
  • 21 hours ago

Union Bancaire Privée’s client assets increase by 19.5% to CHF 184.5 billion

By UBP
Ask the Actuary: Enhancing diversification in LDI portfolios
  • 21 hours ago

Francois Pellerin answers a question about how to refine liability hedging portfolios by recommending investment style diversification.

China’s record trade surplus driven by strong exports, competitive RMB, and global trade shifts
  • 21 hours ago

China’s trade surplus reached a record USD 1.2 trillion in 2025, driven by export growth, a competitive RMB, and shifting global trade dynamics.