A Golden Era for Equities in an Age of Crisis (Robeco)
Global equity markets are being sustained by record earnings and strong economic growth in the U.S. and emerging…
Markets Outlook
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2026 Asia Pulse Survey: AI Supercycle Shapes Expectations (Natixis IM)
The Natixis 2026 Asia Pulse Survey finds investors embracing the opportunities created by AI while struggling to…
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U.S. Elections: Short-Term Turbulence, Long-Term Opportunity? (Robeco)
In just a few weeks, Americans head to the polls for the midterms. The result will be felt well beyond Washington…
Japan's Defence Sector Reaches an Inflection Point (WisdomTree in Europe)
For decades, Japan kept its defence ambitions deliberately modest. That began to change in 2022, and spending has…
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CIO reading list: The U.S. Treasury, private markets, AI, and more
This month’s reading list spotlights...