Follow the Money: Decoding AI's Capital Stack (MFS)
Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, MFS…
Stock Selection and Analysis
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2026 Is the Year of the Stock Picker? (S&P Dow Jones Indices)
Recent market commentary has declared that 2025 was a brutal year for stock picking, with USD 1 trillion pulled…
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Geopolitical Risk and Asset Pricing across Market Regimes (Amundi)
This paper examines how geopolitical risk (GPR) is transmitted across global financial markets by analyzing its…
Curve Your Enthusiasm (Jennison Associates)
Listen in to hear Griffin Sullivan's take on consumer trends and corporate credit curves.
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