The Great Global Restructuring (Capital Group)
How AI, trade, the U.S. debt and dollar outlook are reshaping the investment landscape.
Stocks and Sectors Outlook
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Global Equities Forge Ahead (Nuveen)
Global equities capped a stellar year with healthy fourth-quarter gains, led by non-U.S. developed markets, with…
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An Analysis of the EU Telecom Sector’s Ability to Remunerate Its Cost of Capital (VoxEU)
This column finds that, on average, returns have exceeded the cost of capital over the past decade, although…
Energy Outlook 2026: Abundant Supply amid a Challenging Transition (ING)
Oil and gas fundamentals have loosened, European carbon markets are set for a structural tightening, and low‑…
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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…