Signs of excess in the AI space are appearing – and the market may be ripe for creative destruction in 2026. Thus far, vast amounts of capital have been spent funding a to-be-determined future revenue. We question how long the appetite for funding the hopes of future revenue will persist. Learn why in our 2026 Hedge Funds outlook.

The proliferation of data centers and their related power needs are the two most important trends we are seeing right now. We want to focus on corresponding secondary and tertiary themes that offer better risk adjusted return profiles. Learn why in our 2026 Infrastructure outlook.

India’s recent relative underperformance has investors questioning its “mojo.”   Amay Hattangadi and Saurabh Mishra argue that India’s recent lag versus emerging market peers has less to do with fundamentals and more with a global rotation into AI-linked markets. History suggests the odds of comeback remain compelling.

A combination of motivated sellers, increasingly engaged buyers, and greater availability of debt is creating favorable conditions for a rebound in transaction activity and asset values. Learn why in our 2026 Real Estate outlook.