Macro moments: Live budget briefing

Innovation will reshape the global economy in 2026, according to Franklin Equity Group’s Jonathan Curtis. In this paper, he suggests AI, automation and digital infrastructure have moved beyond the tech sector to become engines of value creation across every industry.

This article from Dina Ting, Head of Global Index Portfolio Management, explores a strategic approach to emerging market (EM) investing, focusing on the benefits of a broad EM core combined with dynamic tilts. It examines how this method can help investors navigate market dispersion and potentially uncover opportunities.

Clarion believes investors who align portfolios with evolving logistics occupier requirements should be best positioned to benefit from a recovery and secure superior long-term returns.

Clarion believes that the US commercial real estate market is embarking on a new, more nuanced cycle where differentiated performance will be driven by property type and geography.

Beyond the hype: Navigating AI, blockchain, and metaverse investments.

To succeed with today’s employees and future generations, the global workplace and retirement industry needs to envision a new era and delivery model.