We believe the illusion of diversification (one of the themes of our 2026 investment outlook) is gradually unfolding as global bond yields rise sharply
As the winners and losers in the field of artificial intelligence become clearer, private equity and hedge funds are seeking non-systematic returns and anchoring their portfolios to disruptive trends to enhance stability
The Nasdaq index fell 2%, weighed down by concerns over capital expenditures related to artificial intelligence, putting pressure on technology stocks. Amid a global bond sell-off, the yield on the US 10-year Treasury bond reached a three-month high
Macro forces refer to significant structural changes that influence current and future investments. These present tremendous opportunities for investors, but also come with inherent risks