Nuveen
AI’s Next Bottleneck Is Infrastructure
Nuveen argues that the AI investment cycle is beginning to move beyond chips and data centres toward the physical systems required to power them.
Data centres can be built in 12–36 months, but electricity generation and transmissi...
2026-07-28
2026-07-27
MFS Investment Management
AI's Next Test Is Cash Flow, Not Adoption
Robert M. Almeida draws a narrow comparison between today's AI investment cycle and the pre-2008 housing boom, arguing that the critical question is whether future cash flows can justify increasingly capital-intensive infrastructure spending....
2026-07-27
ING Bank
Czech Resilience Masks a Deeper Industrial Problem
David Havrlant examines surprisingly resilient Czech confidence data while warning that persistent pressures on European manufacturing could undermine the region's longer-term economic prospects.
Consumer confidence eased to 105.6&n...
2026-07-27
Columbia Threadneedle
Small-Cap Value Is Rallying, But Valuations Still Look Discounted
Jeremy Javidi and William Lamontagne argue that improving earnings, attractive valuations and AI-driven productivity gains are creating a stronger backdrop for U.S. small-cap value equities.
The Russell 2000 Value gained nearly 23% ...
2026-07-24
Allianz Global Investors
Property or an Income Fund? It Depends on More Than Returns
Allianz Global Investors' Should I Invest in Property or an Income Fund? Alexander's Dilemma uses a practical case study to compare owning rental property with investing in an income fund, arguing that the decision depends as much o...
2026-07-24
VanEck
Gold's Pullback Hasn't Broken the Long-Term Investment Case
VanEck's Gold Market Commentary argues that despite a sharp correction in gold prices during the first half of 2026, the structural investment case for gold and gold-mining equities remains intact.
After reaching record highs n...
2026-07-23
GMO
Emerging Market Debt: Focus on Outcomes, Not Benchmarks
GMO's Targeting Outcomes: Taking a Total Return Approach to Emerging Market Debt argues that investors should think beyond traditional benchmark-based emerging market debt strategies and instead target explicit return objectives with gr...
2026-07-23
Northern Trust
U.S. Growth Continues, But Inflation Risks Are Rising Again
Northern Trust's The Smoke Won't Clear argues that while the U.S. economy remains fundamentally resilient, renewed geopolitical tensions, higher energy prices and persistent inflation risks have made the outlook more uncertain....
2026-07-23
Van Lanschot Kempen
Regenerative Farming Is About Reducing Risk, Not Maximising Yield
Van Lanschot Kempen's When Summer Becomes the Stress Test argues that climate change is changing how investors should evaluate farmland, shifting the focus from peak yields to resilience during periods of heat and drought.
The...
2026-07-21
Janus Henderson
China's AI Opportunity Extends Far Beyond Frontier Models
Janus Henderson's Look Beyond Frontier Models for Compelling Opportunities Across China's AI Ecosystem argues that investors should look beyond the race for the most advanced AI models and focus on China's broader advantages acr...
