Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
Investment Process
Lead Content
Gold Outlook 2026: Push Ahead or Pull Back (World Gold Council)
Gold has experienced a remarkable 2025, achieving over fifty all-time highs and returning over 60%. This…
Latest posts
Direct Lenders Make Inroads into Middle Market Banking, but the Market Still Belongs to Traditional Providers (Becker Friedman Institute)
Though direct lending has grown rapidly in recent years, it is primarily concentrated among firms in specific…
What Earnings Explain, and What They Don’t: Insights from 150 Years of Market Data (CFA Institute)
Stock prices and corporate earnings move closely together over long horizons, a relationship confirmed by more…
Impact Investing: The State of Market Institutionalization (ILPA)
Drawing on primary research conducted between July and November 2025, the report reflects insights from more than…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Signals in the noise
In a market defined by elevated credit valuations, rising global debt, and shifting sector dynamics…
Machines 2.0: AI, new technologies and digital assets
Explore some of the latest insights into AI's impact on...
Insights you might have missed last week
Venezuela, Greenland, and the chemical industryExplore this selection of high-quality insights that…