Van Lanschot Kempen
AI-Enabled Forest Management Shows Scalable Potential in Wildfire Prevention
This case study outlines how Kempen’s Private Global Impact Solution and its partners assess the role of Vibrant Planet’s AI-driven land management platform in reducing wildfire risks and supporting ecosystem resilience.
The Land...
2025-11-26
2025-11-26
Neuberger Berman
Five Forces Shaping 2026: Policy Divergence, AI Momentum, and Shifting Market Cycles
The featured report brings together Neuberger Berman’s investment leaders to outline the macro trends and market dynamics expected to define 2026.
Diverging global policy paths and AI-driven productivity gains are set to influence grow...
2025-11-26
Pictet Asset Management
Equity Optimism Endures as Emerging Markets Outperform Into Year-End
Authored by Pictet Asset Management’s Strategy Unit, this barometer highlights late-2025 market dynamics and positioning.
Supportive liquidity, resilient earnings and favourable seasonality underpin an overweight stance on global equit...
2025-11-25
NatWest Group
UK Budget Takes Centre Stage as Growth Momentum Softens
This update outlines shifting economic conditions ahead of the UK Budget, highlighting both emerging risks and stabilising signals.
UK inflation eased to 3.6% in October, with services inflation cooling, though rising food prices and m...
2025-11-25
State Street Global Advisors
Tight Credit Spreads Limit Upside as Investors Weigh 2026 Prospects
This commentary highlights the implications of unusually tight high-yield spreads for forward returns.
High-yield spreads sit near historical lows at roughly 3%, offering steady carry but leaving little room for further compression and...
2025-11-24
GMO
AI-Led Valuations Stretch Markets, but Global Value Offers Resilient Alternatives
This report, authored by Ben Inker and the GMO Asset Allocation team, examines whether today’s AI-driven market surge represents a bubble and how investors can position effectively.
Valuations of U.S. large-cap and AI-linked stoc...
2025-11-24
Edmond de Rothschild
AI Jitters Pressure Markets as Rate-Cut Expectations Fade
uthored by Edmond de Rothschild Asset Management, this flash update highlights mounting market caution amid AI-related volatility.
Strong Nvidia earnings failed to halt profit taking, with concerns rising over AI-related capex, circula...
2025-11-24
Blue Bay Asset Management
AI Investment Boom: Innovation Surge Meets Bubble Risk
Written by Guido Giammattei, this briefing weighs the transformative potential of AI against growing signs of overheating.
AI infrastructure spending has surpassed the dot-com era, powered by strong balance sheets and accelerating demand, ye...
2025-11-21
Van Lanschot Kempen
Cyclical Small Caps Approach an Inflection Point as Valuations and Policy Align
Drawing on Van Lanschot Kempen’s latest analysis, the report outlines why a deeply out-of-favour segment may be nearing a turn.
Prolonged industrial, consumer and manufacturing downcycles have weighed on small caps, yet easing-rate exp...
2025-11-21
Invesco
Global Reset Favors Non-US Assets
Insights from Invesco’s midyear outlook reveal how 2025’s policy turbulence is reshaping cross-asset opportunities.
Elevated US tariffs, slowing growth expectations and cautious Fed policy contrast with firmer domestic support in...
