Fed policy is changing and may reshape how we think about valuations, inflation and interest rate policy. The Fed may also increase their supply-side data indicators versus what have traditionally been demand-side. We explain the relevance and nuances of these changes.

In The BEAT for Q3 2026 we highlighted five important themes, amongst others, that we see across the global investment landscape.

China’s autonomous mobility market offers a compelling long-term growth opportunity, supported by large demand, cost advantages, strong technology and improving unit economics. Learn why Global Opportunity has conviction in this emerging theme.

As markets grow more complex and the dispersion of outcomes increases, we believe hedge funds will continue to play a valuable role in investor portfolios through 2026, offering the potential to enhance returns, reduce volatility, and provide diversification regardless of the market’s ultimate direction.