Blue Bay Asset Management
Scale, Automation and Moats in Diagnostics
RBC BlueBay’s Ben Yeoh examines how operational scale underpins competitive advantage in a flagship U.S. diagnostics lab
Processing over 100,000 samples daily, automation lowers error rates and raises marginal profitability once...
2026-02-19
2026-02-19
BlackRock/iShares
AI Acceleration Drives Market Dispersion
BlackRock’s weekly commentary argues that the software selloff reflects recognition of AI’s disruptive force rather than fading momentum
Markets are shifting from AI enthusiasm to identifying structural winners and losers,...
2026-02-19
WisdomTree
Crypto’s Shift From Narrative to Allocation
WisdomTree’s Dovile Silenskyte argues that crypto’s evolution in 2026 is less about price discovery and more about disciplined portfolio integration
Institutionalisation is accelerating via ETPs, tighter regulation and vola...
2026-02-19
Janus Henderson
Rethinking Commodities: From Futures to Full Value Chains
Janus Henderson’s Rob Shimell, Dan Sullivan and Mark Richardson argue that structural forces are reviving commodities—but traditional futures exposure is ill-suited to capture the opportunity
Deglobalisation, decarbonisatio...
2026-02-18
UBS Asset Management
UK Housing Gap Widens as Supply Retreats and Costs Climb
UBS Asset Management’s latest real estate analysis examines how macro shocks, demographic shifts and regulatory pressures have deepened the structural imbalance in the UK residential market
Rents continue to rise (London tenants...
2026-02-18
ING Bank
Geopolitics Lifts Oil as Metals and Cocoa Reprice
ING’s commodities team reviews how renewed US-Iran tensions are injecting risk premium into energy markets, while softer fundamentals weigh on metals and agriculture
Brent and WTI firmed toward $63–64/bbl after Iranian nava...
2026-02-17
ING Bank
RBNZ on Hold—for Now, but Hawkish Risks Are Rising
This article previews the 18 February RBNZ meeting, arguing that unchanged rates may mask a materially more hawkish outlook
Inflation has surprised to the upside (3.1% YoY headline vs 2.7% projected), raising the likelihood of upward r...
2026-02-17
Morgan Stanley
Semi-Liquid Private Credit Moves Into the Mainstream
Morgan Stanley examines how semi-liquid fund structures are reshaping access to private credit and accelerating its adoption in wealth channels
Semi-liquid vehicles provide ongoing subscriptions and periodic redemptions, reducing capit...
2026-02-17
Neuberger Berman
AI as a General-Purpose Technology: Macro Effects Delayed, Not Diminished
The featured report assess whether AI qualifies as a true general-purpose technology—and what that implies for growth, inflation and policy.
AI capex likely adds ~0.5pp to near-term GDP, but productivity gains may follow a historical &...
2026-02-16
Northern Trust
Housing Strains, Asian Frictions and the Rise of Prediction Markets
Northern Trust’s weekly commentary examines three pressure points shaping 2026: U.S. housing affordability, China-Japan trade tensions, and the growing signal from prediction markets
U.S. housing remains constrained by low turnov...
