Top investment content: October 2026

Explore insights into the forces shaping portfolios

In this edition of our monthly "Top Investment Content" series, Man Group, DBS, and other industry thought leaders share their perspectives on crucial topics of interest for allocators worldwide, including AI, the U.S. midterms, European markets, and more.

In-depth research

A Golden Era for Equities in an Age of Crisis (Robeco)

Today, investors are facing two seemingly parallel worlds – one of global economic growth, and the other of growing risks.

Creative Destruction: Investing in a Schumpeterian World (TD Asset Management)

Schumpeter argued that economies advance through creative destruction, new innovations displacing older ones. Investors' challenge in this environment is that outcomes are binary.

Alternatives Strategy 4Q26: Building beyond 60/40 (DBS)

When rising rates or geopolitical shocks push equities and bonds down together, can a traditional 60/40 portfolio provide enough protection?

Topical short analysis

Significantly Misunderstood: Why SRT Is Not Capital Relief (Man Group)

Explore the various facts and fallacies associated with the significant risk transfer (SRT) market.

Rewiring Markets: AI, Geopolitics and Debt Collide (Fidelity International)

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

How can investors take a more deliberate approach to risk management that considers the implications of this new regime on portfolios and boosts resilience?

Performance of the S&P MidCap 400 around Midterms (S&P Dow Jones Indices)

Often overlooked, mid-cap companies can be established enough to offer operating scale and access to capital, yet still early enough in development for growth to matter.

Must-listen podcasts

The Expanding Role of Direct Lenders in Europe (Morgan Stanley IM)

Private credit's growth story has been told almost entirely through a U.S. lens – but that's only half the picture.

Washington and the Markets (Fidelity Investments)

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

What are the latest developments in the U.S. public policy space and what could they mean for markets? Find out in this 30-minute video.

BRICs at 25 (Bruegel)

How do Brazil, Russia, India, and China influence today’s global economy? A discussion with Jim O’Neill, who coined the BRIC acronym 25 years ago.

Engaging videos

European Defence: Strong Demand and the Next Phase (DNB Asset Management)

Europe’s defense build-up continues to create a favorable demand environment for the industry. Where could long-term opportunities develop for investors?

Why Analysing Capital Flows Can Deliver Great Investment Ideas (Natixis IM)

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

A framework for analyzing winners, measuring where companies are investing and the return on that investment over time relative to peers.

Looking Beyond the AI Story: The Questions That Matter Most (FTSE Russell)

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

What are the critical questions organizations must address as AI moves from experimentation to enterprise-wide transformation?