Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
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European Securitisation Reforms: Insights for Insurers (Amundi)
In this article, Amundi highlights how the proposed European securitisation reforms are set to unlock capital-…
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Is Value Investing Dead? (Alpha Architect)
Value investing is dead. Value investing remains dead. And we have killed it. After years in what can be now…
Regret-Driven Portfolios: LLM-Guided Smart Clustering for Optimal Allocation (Lahore University)
This paper proposes a novel LLM-guided no-regret portfolio allocation framework that integrates online learning…
Data Update 4 for 2026: The Global Perspective! (Aswath Damodaran)
In this post, Aswath widens data analysis to look at the rest of the world, starting with a journey through global…
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