Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
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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…
How the Bubble Manipulates Time (Hussman Funds)
The defining feature of every bubble is the same: a growing inconsistency between the long-term returns that…
Cross-Asset Price-Based Regimes for Gold (Quantpedia)
This article develops a price-based macro–financial model of gold that formally links its medium-horizon return…
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Food and AI, investing in HK, and shutdown economicsExplore this selection of high-quality insights…