Geopolitics: Power as Policy (Amundi)
With multilateralism retreating, diversification is increasingly critical for investors.
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Emerged: The structural re-rating of Emerging Markets (FTSE Russell)
In the last 25 years, emerging markets (EMs) collectively have meaningfully reduced their macroeconomic and…
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Gold and BTC: Rethinking Store of Value (MarketVector Indexes)
This paper argues that the defining characteristics of a store of value are rooted in its fundamental attributes:…
First Quarter 2026 Active Equity Allocation Report (Fidelity Investments)
Fidelity's quarterly analysis reflects an increase in negative indicators for active equity performance in most…
2026 Hedge Fund Investor Barometer (Amundi)
The Hedge Fund Investor Barometer 2026 compiles responses from 200+ investors, analysing perceived risks, regional…
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