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
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...
2026-09-30
BlackRock/iShares
AI and Private Credit: Assessing risk and finding opportunity
BlackRock examines how AI disruption is reshaping private credit, with company fundamentals becoming increasingly important for identifying risks and opportunities. AI and Private Credit | BlackRo…
Larger businesses with strong cash...
2026-09-30
Blue Bay Asset Management
Not flinching when others wince.
RBC BlueBay’s Mark Dowding assesses the sharp rise in global bond yields and argues that recent US rate moves may have exceeded medium-term fair value.
Markets now price roughly 100bp of additional Fed hikes, despite inflation swaps not s...
2026-09-29
AllianceBernstein
Emerging-Market Debt: The Next Frontier for AI Disruption?
AllianceBernstein’s Adriaan du Toit, Elizabeth Bakarich and Christian DiClementi examine how AI may reshape emerging-market corporate and sovereign credit.
Commodity-rich countries and issuers tied to copper, energy and other AI-critical...
2026-09-29
Amundi Asset Managers
Global Bond Yields Rise as Growth and Funding Pressures Persist
Amundi Investment Institute, led by Monica Defend, examines the renewed rise in global government bond yields and the forces keeping rates elevated.
Global government bond yields are approaching 4%, the highest level since 2007, as strong US ac...
2026-09-25
BNY Mellon
From Local Debt to Global Capital: The Growing Role of GDNs in Expanding Investor Access
BNY examines how Global Depositary Notes are helping connect locally issued debt with international investors by reducing cross-border custody and settlement barriers.
Global borrowing reached a record $27 trillion in 2025 and is forecast to ri...
2026-09-25
Carmignac
It is time for the ECB to depart from orthodoxy!
Carmignac’s Frédéric Leroux argues that stronger nominal growth, structural inflation and rising investment needs could justify a rethink of Europe’s monetary policy framework.
AI investment, defence spending and clima...
2026-09-24
State Street Investment Management
5% interest rates: When earnings outrun the discount rate
State Street Investment Management’s Chris Carpentier examines why US equities have remained resilient even as 10-year Treasury yields approach 5%.
Higher real yields have compressed the S&P 500 forward P/E from roughly 23x to about 1...
2026-09-24
Janus Henderson
Navigating the climate and biodiversity frontier: The science reshaping markets, risk, and opportunity
Janus Henderson’s Michelle Dunstan and Hamish Chamberlayne examine how climate science and biodiversity loss are increasingly shaping valuation, risk assessment and long-term investment opportunities.
Climate and nature risks are non-line...
