Top investment content: September 2026

Explore the latest insights into key market themes

AI, shifting cycles, and evolving fundamentals are reshaping risk and opportunity, putting diversification and security‑level insight front and center in investors' minds. Insights from Robeco, FTSE Russell, Nuveen, and other thought leaders cover what they're researching amid this changing landscape.

In-depth resarch

The Marginal Cost of Diversification (HEC Montreal)

Diversification reduces idiosyncratic risk, but adding securities can also change a portfolio's systematic risk. These two effects vanish at different rates.

Research Spotlight on AI (Capital Group)

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

A spotlight on research blending sector-specific analysis with AI’s economic and ESG implications.

Optimized access to private credit: An index-based approach (FTSE Russell)

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

Can combining listed and non-listed business development companies (BDCs) provide a more complete representation of the investable private credit universe?

Topical short analysis

Why EM Airline Bonds Are Flying Higher (New York Life Investment Management)

Despite higher oil prices and geopolitical uncertainty, EM airline bonds have quietly outperformed. The reason may lie in stronger fundamentals than many investors appreciate.

The Agentic Research Desk (Robeco)

Agentic AI could reshape investment research: not by replacing researchers, but by changing how ideas are found, tested, documented and challenged.

From AI Beta to FI Alpha (MFS)

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

As AI-related borrowing increases, the gap between winners and losers may widen, making company analysis more important for bond investors.

Must-listen podcasts

AI Capex: How Hyperscalers Turn Data Centers into Returns (Mawer IM)

The four largest hyperscalers are expected to spend roughly $700 billion on AI capex this year. What is that spending actually buying and what has to be true for it to pay off?

What Debts, Deficits, and Debasement Mean for Investors (World Gold Council)

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

Gold prices reached highs of roughly $4,700 before correcting. Breaking down a volatile month for the asset class.

Engaging videos

Shaken, Not Yet Stirred: Q3 Cycle Update (FSC)

The shifting relationship between risk and uncertainty, and what the convergence of several major cycles may mean for the period ahead.

Where's the Real Value in Fixed Income Right Now? (Nuveen)

Rates aren't falling as expected coming into 2026. Where's the real value in fixed income right now?