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Active equity funds lost USD 1 tn in 2025 as 73% of managers trailed benchmarks in one of the narrowest…
EMs had a blast in 2025, and the party doesn’t look to be over anytime soon
The MSCI Emerging Markets Index is up 28.2% for the year
How off-balance-sheet financing is masking the true cost of the AI boom
Big Tech has pushed over USD 120 bn of AI data-center debt off its balance sheets via SPVs
Investors rotate into Chinese AI as bubble fears mount on Wall Street
Investors are rotating toward China, where cheaper valuations and power advantages offer a hedge against the US AI boom’s funding…
Fed delivers the third cut of the year, signals possible long pause
Policymaker projections issued after the meeting pointed to a single quarter-percentage-point cut next year
BIS flags bubble-like conditions in gold, US equities
The bank noted this is the first time in at least five decades that equities and gold have hit bubble…
Fitch Ratings sees “neutral” outlook for MENA sovereigns in 2026
Economic diversification efforts will support GDP growth
AI to drive global growth in 2026 -Deutsche Bank
AI-linked investment will remain the structural driver next year
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