Global equities in 2026: Same, same… but different (FTSE Russell)
In this paper the authors review the main drivers of global equity markets in 2025 and provide a 2026 outlook,…
Stocks and Sectors Outlook
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Valuing AI: Extreme Bubble, New Golden Era, or Both (GMO)
In this two-part piece, GMO co-founder Jeremy Grantham and financial historian Edward Chancellor examine today’s…
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Emerging Markets: AI "Picks and Shovels," ROIC, and the Great Supply Chain Reshuffle (Mawer IM)
Wen Quan Cheong, Co-Manager of Mawer’s emerging markets equity strategy, outlines four major themes shaping the…
Long-Term Capital Market Expectations - Europe Regional January 2026 (MFS)
Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at…
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CIO reading list, January 2026: Is the current market investable?
CIOs from across the world are asking...
The great global restructuring
Global dynamics are shifting at an unprecedented pace. Artificial intelligence is redefining…