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China gold market update: Q3 ends with strong official gold buying
  • 15 Oct 2026

In September, the PBoC added 23t of gold, the largest since October 2023 and concluding a robust Q3. Healthy September ETFs inflows also capped a strong quarter. Gold withdrawals from SGE benefited...

What 8,000+ LP questions tell us about the future of sustainable value
  • 15 Oct 2026

8,000 questions. 300 investors. One year. What LPs are asking about sustainability is changing fast and the answers now have to be measurable.

Fixed Income Quarterly Update – October 2026
  • 15 Oct 2026

The third quarter saw stronger-than-expected economic growth, but inflation remained elevated. This led to a repricing of central bank interest rate expectations and a sharp rise in bond yields. Wa...

The Perspective Premium: Analytical and Behavioral Keys to Harnessing the Potential of Liquid Alternatives
  • 15 Oct 2026

By John W. Moore, CFA, CAIA, CMT, Stratview Wealth Management Liquid alternatives are often easier to justify in theory than they are to own in reality. The difference between what these strategies...

Carmignac Portfolio EM Debt: Letter from the Fund Managers - Q3 2026
  • 15 Oct 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

Asset Allocation update - Q4 2026
  • 15 Oct 2026

Economies and financial markets remain resilient despite heightened inflation risks.

US macro dynamics: how AI CapEx, margin resilience and Fed policy shifts impact small and mid caps
  • 15 Oct 2026

The US macroeconomic landscape is transitioning away from a classical 'Goldilocks' regime toward a more nuanced environment where softening broader activity meets persistent short-term central bank...

Conditional Markets Are Beginning to Blossom: Decision Markets Scale, Impact Markets Head to Mainnet
  • 15 Oct 2026

Decision markets are scaling, impact markets are heading to mainnet, and new infrastructure is pushing event-driven finance beyond prediction markets.

Bond Bulletin: Banks make the grade
  • 15 Oct 2026

In this week's Bond Bulletin, we explore the initial third-quarter 2026 earnings results from US banks, with a focus on why the numbers look constructive for credit and what they mean for fixed inc...