2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge
At the year’s midpoint, investors face a landscape shaped by surging AI investment, geopolitical uncertainty and diverging economic fortunes. The AI boom is powering exceptional growth in technology and semiconductors, while higher energy prices and global tensions add complexity ...Show more
Alternative Realities: Absolute return strategies & trouble in private credit?
With inflation expectations on the rise, volatility has returned and stocks and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what’s happening with broader market beta or the ...Show more