Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
Asset Allocation and TAA
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2026 Investment Outlook: The Synchronized Shift (Robeco)
After years of discord, 2026 is shaping up for a short-lived but synchronized upswing. Easing trade tensions, a…
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Understanding Gold – Hedge, Diversifier, or Overpriced Insurance? (Quantpedia)
In Understanding Gold, Claude B. Erb and Campbell R. Harvey examine gold’s enduring reputation as a safe-haven…
Looking Ahead after an Exceptional 2025 (Amundi)
2025 was an exceptional year for markets, with international equities and gold leading.
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Gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-…