Alternative Credit Insights: Diversifying, Not Accumulating, Risk (Nuveen)
The alternative credit universe has never been broader — or more complex. As investors face a growing opportunity…
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2026 Midyear Key Themes (MFS)
Investment opportunities and risks for 2026 include AI capex, U.S. dollar weakness, shrinking private credit, GARP…
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Agentic AI for Financial Applications (Amundi)
Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its…
Asset Allocation Views: Positioning in an Uneven Environment (Manulife IM)
2026 has so far been defined by resilient economic growth, strong corporate earnings, and robust performance from…
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