SWF Investment in an Age of Geopolitics and AI (IFSWF)
This report is IFSWF's 2026 annual review. Two forces, geopolitical fragmentation and a technology cycle remaking…
SWFs and Central Banks
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A Return to Monetarism? (Hudson Bay Capital Management)
Due to the instability of money demand, monetary policy implementation in the United States has held a smaller and…
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Half-Year Report 2026 (Norges Bank)
The investments of the Government Pension Fund Global returned 9.4 percent in the first half of 2026. This was 0.…
A Full Guide to Fed Independence (New York Life Investment Management)
This month, Market Matters is pressing replay on some of its greatest hits from the first half of 2026. Originally…
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