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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Gold Outlook 2026: Push Ahead or Pull Back (World Gold Council)
Gold has experienced a remarkable 2025, achieving over fifty all-time highs and returning over 60%. This…
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Chart Pack - January 2026: Outlooks from Top Asset Managers and Investment Banks (Savvy Investor)
As the first month of 2026 is drawing to an end, asset managers and investment banks from across the world have…
Integrating Private Assets into Multi-Asset Allocations (Amundi)
This study presents a practical framework for sizing private asset allocations and planning capital commitments…
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Where Active Management Can Add Meaningful Value
Across today’s markets, dispersion, shifting fundamentals, and rapid innovation are creating…
Private Markets Edit: Seeking attractive returns in a complex world
2025 saw strong performance from publicly traded assets...
Asset allocation and portfolio construction in 2026
This year did not get off to a quiet start – the U.S. intervention in Venezuela...