AllianceBernstein
What Higher Interest Rates Are Telling Insurance Investors
AllianceBernstein’s Eric Winograd and Geoff Cornell examine why higher long-term government bond yields may reflect structural forces beyond inflation.
Rising AI investment and productivity expectations could lift long-term growth and the...
2026-10-12
2026-10-12
Amundi Asset Managers
Markets weigh rising yields and AI exuberance
Amundi’s Vincent Mortier and Monica Defend assess how higher bond yields, geopolitical uncertainty and AI-related capital spending are reshaping global markets. 2026.10.07 - Markets weigh risi…
US 10-year Treasury yields brief...
2026-10-08
Amundi Asset Managers
Markets weigh rising yields and AI exuberance
Amundi’s Vincent Mortier and Monica Defend assess how higher yields, geopolitical risks and heavy AI-related investment are reshaping global markets.
US 10-year Treasury yields briefly reached 5.34%, as stronger growth, elevated energy pr...
2026-10-08
Robeco
How to invest in resource scarcity, AI and industrial innovation
Robeco’s Pieter Busscher and Mutlu Gundogan examine how AI, electrification and industrial policy are driving structural demand for metals while creating new investment opportunities across materials and manufacturing.
AI infrastructure a...
2026-10-06
Robeco
Higher bond yields in an era of abundant supply
Robeco’s fixed income team examines how higher yields, heavy issuance and resilient growth are reshaping opportunities across rates, credit and emerging-market debt.
High starting yields improve return potential, but persistent inflation...
2026-10-06
Pictet Asset Management
Currency hedging: When one size doesn’t fit all
Pictet’s Maria Vassalou examines how currency hedging should vary across asset classes, reference currencies and market conditions rather than follow fixed rules.
Dynamic minimum-variance hedging outperformed static approaches in many cas...
2026-10-05
UBS Asset Management
The risk territory has moved
UBS Asset Management’s Barry Gill, Sonja Laud and investment specialists examine how AI diffusion is transforming portfolio construction, markets and capital allocation.
AI creates hidden correlations across equities, credit and infrastru...
2026-10-05
State Street Investment Management
Private credit secondaries: Capturing opportunity through market cycles
State Street Investment Management’s Benedetta Balducci examines how the growing private credit secondaries market can provide institutional investors with seasoned exposure and greater deployment flexibility. Private-credit-secondaries...
2026-10-01
Morgan Stanley
Quantum Error Correction Brings Commercial Applications Closer
Morgan Stanley Investment Management’s Counterpoint Global team revisits quantum computing, focusing on advances in error correction and the path toward economically useful systems.
Logical qubits are becoming more reliable as error-corre...
2026-10-01
Janus Henderson
Dialogue over disruption: Trump and Xi reinforce a path of stability
Janus Henderson’s Victoria Mio examines how the latest Trump-Xi meeting may reduce geopolitical uncertainty and improve the investment backdrop for Chinese equities.
The two sides extended their trade truce, maintained dialogue and agreed...
