Fly on the Wall

ROYAL LONDON ASSET MANAGEMENT

AI Is Creating Value. Who Gets to Keep It?

As competition in artificial intelligence intensifies, investors face a critical question: who will ultimately capture the value created by this...

PIMCO

Growth Holds, Risks Widen

Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline...

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 19th October 2026

Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with...

WELLINGTON MANAGEMENT

Quarterly Asset Allocation Outlook – The rally: Refusing to yield?

Bond yields have risen sharply as stubborn inflation, higher energy prices and debt concerns drive hawkish rate expectations. Yet AI...