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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European Securitisation Reforms: Insights for Insurers (Amundi)
In this article, Amundi highlights how the proposed European securitisation reforms are set to unlock capital-…
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Update for 2026: Equities Get Tested, and Pass Again! (Aswath Damodaran)
U.S. equities had a good year in 2025, and there are signs of excess in at some parts of the market, especially…
The Stablecoin Toolkit Part I: Financial and Market Dimensions (Wharton)
This report provides a comprehensive overview of the stablecoin world today, including the business ecosystem,…
Business Concentration around the World: 1900-2020 (Becker Friedman Institute)
Around the world, the authors observe prevalent increases in the concentration of sales, net income, and equity…
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The great global restructuring
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