Top investment content: March 2026

The world order is changing fast - position your portfolio accordingly

As investors continue to endure AI and geopolitical disruptions, what are some of the top considerations to be aware of in portfolio management today? This collection of investment insights offers perspectives from industry thought leaders such as DoubleLine, Nuveen, and Morningstar Indexes on what to expect in this rapidly changing new world, from macro dynamics to asset class analysis.

In-depth research

Emerging Markets Reimagined: Quality, Diversity, New Opportunities (Mawer IM)

A look at how the composition and character of emerging markets have changed over several decades and what that means for EMs today.

2026 Best Ideas (PGIM)

PGIM outlines their six best ideas for the year ahead and the four market‑shaping themes that frame them.

Why Bond Investors Can’t Ignore the AI Revolution (Capital Group)

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

The investment-related effects of AI are far more wide-reaching than tech stocks. A look at AI’s impact on bonds and why the long-term implications for bond investors are too big to ignore today.

How Not to Value Equities (ARP)

ARP Founder and Portfolio Manager Niels Jensen shares insights on the equity bull market today and his thoughts on the market over the long run.

Volatility Laundering in Private Credit (DoubleLine)

A material shift away from private credit toward public credit has occurred over the past five years. What should investors know when considering expectations for return per unit of risk from these two markets?

Must-listen podcasts

Follow the Money: Decoding AI's Capital Stack (MFS)

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

Hypserscalers are spending, but when will this capex help companies to improve returns? Listen to MFS's podcast to find out how to think about answering this question.

What Does the Situation in Iran Mean for Markets? (Natixis IM)

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

Vaughan Nelson CIO and CEO Chris Wallis discuss the market implications of the Iran war, the AI-related software sell-offs, and the recent developments and issues in private credit.

Peak Bubble? Why Markets Feel Different in 2026 (Top Traders Unplugged)

Beneath the shifting economic and market landscapes is a reminder that correlations change, narratives evolve, and adaptability remains the most durable edge in uncertain times.

Topical short analysis

Fiscal Drag in Europe: How Inflation Is Quietly Affecting Public Revenue (VoxEU)

Fiscal drag in Europe: How large is it? Who is affected? How did we get here? And what are the policy implications?

Dividend Stocks Are Getting a Boost from the HALO Trade (Morningstar Indexes)

Heavy assets, low obsolescence (HALO) stocks are said to be less vulnerable to AI disruption. Dividend stocks have the HALO trade to thank for their strong performance. A look at why that is and if it will last.

Exploiting Myopia: The Returns to Long-Term Investing (Alpha Architect)

Markets are often assumed to be efficient across horizons, with prices reflecting fundamentals regardless of who holds the asset or for how long. Recent research challenges this assumption.

Engaging videos

Tracking Next Gen Factors across Economic Regimes (S&P Dow Jones Indices)

Why does index methodology matter when evaluating the next generation of factor solutions? The data sets powering them, why they are unique, and how investors are using them in their portfolios.

Implications of U.S.-Israel Strikes on Iran (Amundi)

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

The Iran crisis reinforces a structural shift: geopolitics as a recurring macro driver. In today’s “controlled disorder” environment, shocks generate rotation and dispersion rather than a uniform market direction.

AI Disruption in Software and Technology: Navigating the Rerating (Nuveen)

An analysis of AI's transformative impact on markets: examining software disruption, infrastructure opportunities, and the shift from identifying winners to understanding losers.