2026 Outlook: Economic Upside, Stock Market Downside (Vanguard)
Despite strong near-term earnings expectations for hyperscalers—the firms behind massive AI investments—Vanguard…
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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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Risk Management for Investment Systems (Thinking Ahead Institute)
In 2012, Thinking Ahead published a paper with the title The wrong type of snow. It was a paper about risk, one of…
Our Readers’ Expectations of a Stock Market Crash (Elm)
In the spirit of Robert Aumann’s Agreement theorem, Elm is updating its estimate of the probability of a crash…
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Beyond the AI bubble narrative
Understanding AI’s true market potentialIn its latest report, Invesco interrogates the dominant…
2026 market outlooks - part three
Asset managers, investment banks, and consultancy firms continue...