We see markets adjusting to the new regime. This is not a typical business cycle - structural mega forces are shaping the outlook now, in our view. The 10-year U.S. Treasury yield jumped to 16-year ...

A woman has a moment of peace and calm on a crowded crosswalk in Hong Kong. The crowds crossing the street are blurred by a long exposure. Most investors believe alpha has been competed away. There is ...

The market has shifted in a way most fund managers have not yet processed. Alpha has become harder to find because the world that created easy returns no longer exists. The era of zero interest rates ...

Based on financial institution engagements, report outlines why 2026 marks a structural turning point for the industry and what leaders must do now to compete and win SRM, a trusted advisory firm ...

Global markets are likely to enter a phase of relative stability in 2026 after a year dominated by geopolitical shocks and policy uncertainty, even as structural “mega forces” continue to reshape ...