Top investment content: January 2026

From Venezuela to AI's impact on jobs

This year started with another big geopolitical event: the U.S. intervention in Venezuela, a development that may have massive consequences on the oil market and the broader world economy. Meanwhile, the AI boom continues, and equity market risks remain at the top of many investor’s agendas. Read some of the best investment content exploring these themes (and more) published this year so far.

In-depth research

U.S.-China: What to Expect in 2026 (New York Life Investments)

The relationship between the U.S. and China looks set to continue defining a large part of the global economic and political events.

AI – The Power of Large Numbers (DWS)

It’s hardly surprising that today’s AI excitement is drawing many parallels with the last major tech boom. How legitimate are these comparisons?

Venezuela: Observations on Oil & Global Markets (MUFG)

The recent U.S. intervention in Venezuela may shape the outlook for the oil market in 2026 and beyond.

Topical short analysis

Is the World's Safest Currency Actually the Riskiest? (Firstlinks)

The dollar’s historical appeal is easy to understand, this paper argues. However, the market turbulence of early 2025 was a wake-up call.

Implications of the U.S. Move on Venezuela (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

The U.S. intervention in Venezuela raises new questions for oil markets and global geopolitics.

Venture Capital Outlook for 2026: 5 Key Trends (Harvard Law School)

The heavily prophesized reopening of the IPO window built significant momentum in 2025 and, despite stumbling during the volatility in April, saw substantial progress in Q3.

Must-listen podcasts

The Rise and Rise of Chinese Automakers (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

Chinese automakers have become key players in the global auto industry, shaping trade and supply of cars across borders.

How indices can guide investors in the green economy (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

The green economy is still developing. Indices can help investors spot key "green" developments in different parts of the world.

U.S. High-Yield Bonds Benefit from Improved Quality and Demand (BNP Paribas AM)

Investors should expect a favorable backdrop for U.S. high-yield corporate bonds.

Engaging videos

Why Vanguard Is Underweight Stocks (Vanguard)

For compliance reasons, this paper is only accessible in the United States

Diversification remains crucial for allocators across the world. In this short video, Vanguard takes a view on stocks' role in a portfolio.

The "AI Bubble" and Stock Market Concentration (Rational Reminder Podcast)

Is the U.S. stock market dangerously concentrated—and are we in an AI bubble? The data is not conclusive in giving a clear answer.

The Blue-Collar Jobs Revival: The Skills the World Needs Now (FT)

AI and tech transformations are upending the traditional hierarchies and status of the work world. The labor market is adapting to this change.

Guides to markets

Guides to the Markets Q1 2026 (JP Morgan AM)

Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through compelling charts.