Top investment content: June 2026

Markets continue to navigate an uncertain terrain

This month's selection of top investment content covers a variety of different topics impacting markets today – from mega IPOs and a benchmark reset to the digital money supply and, of course, AI and energy prices. But they all boil down to the same underlying theme: the world is changing, rapidly at times, and investors will need to adapt. Mawer IM, Morningstar Indexes, and others offer timely insights to help get you started.

In-depth research

Mega IPOs Impact on the CRSP U.S. Market Indexes (Morningstar Indexes)

Why investors should focus on the impact as the companies’ float, and therefore the size, increases.

AI Exposure: Implications across Asset Classes (Meketa)

Should AI exposure be evaluated at the total portfolio level rather than just within individual asset classes?

Why Inflation Should Remain Tame (Fisher Investments)

For compliance reasons, this paper is only accessible in certain geographies

Many fear a 2022 inflation reprise, but is that fear misplaced?

Topical short analysis

Impact of the Hormuz Iran Oil Shock – Part 3 (Phinance Technologies)

The conflict in the Middle East is a highly complex and fluid situation for which the outcome in unpredictable.

The New Geography of Wealth (Investments & Wealth Institute)

As UHNW families increasingly diversify across jurisdictions, residency and citizenship planning are evolving from niche considerations into strategic tools.

The Great Benchmark Reset (Brown Advisory)

Historically, benchmark methodologies evolved relatively slowly, market leadership changed more gradually, and benchmark construction itself rarely attracted much attention.

Must-listen podcasts

A Market Tug of War and the Discipline to Stay Neutral (Mawer IM)

Cracks in private credit are emerging through rising defaults and client redemption gating.

Disrupting the World Order (BNP Paribas AM)

The discussion focuses on how geopolitics and artificial intelligence are each effecting profound change on the global economy.

The Digital Money Supply (VoxEU)

Stablecoins do not create money, but they claim the status of money without the institutional guarantee that makes money trustworthy.

Engaging videos

Jamie Dimon Speaks at Reagan National Economic Forum (CNBC)

J.P. Morgan Chase CEO Jamie Dimon speaks with CNBC's 'Morning Call' anchor Morgan Brennan at the Reagan National Economic Forum.

AI, energy innovation and the UK stock market (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

In this episode, Constantine Yannelis and Thomas Moore explore the intersection of AI, energy innovation and the UK stock market.

Supply, Strategy, and the Road to $6,000 (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

The conversation touches on the differences between gold and silver as investment assets and the structural liquidity challenges emerging in precious metals markets.