New Tools, Old Habits: Investing In The Age of AI (Orbis Investments)
AI adoption is coming at a time when a substantial proportion of assets are either passively managed or far less “…
Stock Selection and Analysis
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Macro Insights Q3 2026: Sentiment, Politics & Market Positioning (Fisher Investments)
While further volatility is possible, the global equity bull market should continue through 2027. The backdrop for…
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A Trend Following Deep Dive: The Dynamics of Dispersion (Man Group)
What drives performance dispersion among trend followers?
The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing So Far (PIMCO)
Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited.
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