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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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…
Infrastructure as a Long-Term Asset Class: A Case for Brownfield Infrastructure Reallocation by Sovereign Wealth Funds in a High-Rate Regime
The post-pandemic shift from a near-zero-rate environment to one of persistent inflation and elevated risk-free…
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