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Source Title Topics Published Actions
LSEG Emerging Asia (ex China) government bonds monthly
Fixed Income Emerging Markets
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Franklin Templeton AOR Update: The Big Picture Beats Politics
Macro Equities
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Impax Asset Management Shining a light on policy advocacy
Industry
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Macrobond Financial What Markets Do After Elections
Equities Portfolio Construction
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Pacific Asset Management Pacific Multi-Asset Solutions Video Update – Q4 2026
Portfolio Construction Industry
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Standard Chartered Sub-Saharan Africa’s shift to market financing
Emerging Markets
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UBS The triumph of the optimists
Macro
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World Gold Council Gold Demand Trends: Q3 2026
Commodities Fixed Income
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World Gold Council Gold Demand Trends: India Focus Q3 2026
Commodities Emerging Markets
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World Gold Council Gold Market Primer: Market size and structure
Commodities Industry
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Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
Industry Fixed Income
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Baillie Gifford Brazilian equities: beyond the ballot box
Equities Macro
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Blackstone Ramp Co-Founder and Co-CEO Eric Glyman on AI Adoption, Jobs, and Token Spend
Thematic / Megatrends
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CBRE Business Insights | European Flex Market Report 2026
Equities Fixed Income
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TrinityBridge First, do no harm
Macro Fixed Income
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Columbia Threadneedle Investments In Credit Weekly Snapshot – Tech it to the limit
Thematic / Megatrends Equities
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Franklin Templeton Emerging Markets Insights: Big Tech AI Spending
Emerging Markets Equities
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Franklin Templeton Take a deep dive into activity in the municipal bond market over the past week.
Fixed Income
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Harding Loevner Four takeaways from earnings season
Macro Equities
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Janus Henderson Investors Europe’s unloved opportunity: Finding quality amid the pessimism
Equities
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LSEG A yen to carry or time to hedge?
Fixed Income Portfolio Construction
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Morningstar Managed Accounts Under Adverse Market Scenarios
Portfolio Construction Equities
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Ninety One Capital Market Assumptions - October 2026
Portfolio Construction Thematic / Megatrends
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Ninety One Multi-Asset Strategy Quarterly – October 2026
Equities Macro
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S&P Global Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity
Commodities Macro
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