AI Boom: Bubble Risk or Durable Cycle? (Principal Asset Management)
AI’s boom echoes past bubbles—but are fundamentals strong enough to support the surge?
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Capital Market Expectations 2026 (Franklin Templeton)
The Franklin Templeton Investment Solutions team’s capital market expectations are designed to provide annualized…
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From Capex to Conviction: Investing through Disruption and Opportunity (MFS)
MFS explores the future of growth investing, focusing on how tech disruption is shifting markets and changing…
Global Risk Outlook 2026: Cloudy with Chance of Boom (MetLife IM)
MetLife IM expects the investment growth from 2025 to continue into 2026, driven by AI as well as new rules about…
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Understanding the global surge in gold demand: Why 2025 could mark a new era for gold as a strategic asset
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