2026 Asia Pulse Survey: AI Supercycle Shapes Expectations (Natixis IM)
The Natixis 2026 Asia Pulse Survey finds investors embracing the opportunities created by AI while struggling to…
Markets Outlook
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U.S. Elections: Short-Term Turbulence, Long-Term Opportunity? (Robeco)
In just a few weeks, Americans head to the polls for the midterms. The result will be felt well beyond Washington…
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Physical AI: From Tokens to Torque (Morgan Stanley IM)
The first wave of AI rewarded machines that could answer questions and complete virtual tasks. The next will…
The Rise of French Bond Yields: Is a European Contagion Ahead? (Morgan Stanley IM)
Global bond yields are rising, but most notably French government bonds.
