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4Q'2026 Outlook | Switching Lanes
  • 22 hours ago

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...

How to invest in resource scarcity, AI and industrial innovation
  • 22 hours ago

Smart Materials investing: capture AI- and electrification-driven demand, critical mineral scarcity and industrial innovation across the value chain.

Managing expectations
  • 22 hours ago

The political costs of the Gulf war are evident—US President Trump suggested removing the federal tax on gasoline. Gasoline prices (unlike diesel) feed directly into US consumer price calculations....

2025: The year digital infrastructure took centre stage
  • 06 Oct 2026

As businesses rely more on shared digital infrastructure, WRN research explores how hidden dependencies across data centres, technology and supply chains can create shared risks.

3Q2026 Market Summary
  • 06 Oct 2026

Markets delivered divergent results during the third quarter as resilient economic growth and corporate earnings competed with rising interest rates and renewed energy price pressures from the ongo...

Agency MBS Offer a Compelling Current Opportunity for Reserve Managers
  • 06 Oct 2026

Western Asset’s Ion Dan explains why he thinks the fundamental case for agency mortgage-backed securities has strengthened.

AMM-bivalent: How Not to Deploy Tokenized Stocks in DeFi
  • 06 Oct 2026

The hottest trade onchain is tokenized equities on Robinhood’s L2. Do they belong in automated market maker pools? What if I put the entire S&P 500 into one pool?

Anchored by Income: The Resilience of Broadly Syndicated Loans
  • 06 Oct 2026

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...

Asia-Pacific: A real diversifier for US equity risk
  • 06 Oct 2026

Asia-Pacific equities offer US diversification, lower volatility than Asia ex-Japan, and attractive valuations amid improving earnings.