Franklin Templeton Institute argues that Democratic gains in Congress and key governorships will constrain legislation but not deficits, with AI infrastructure, affordability and crypto regulation emerging as key investment flashpoints. It concludes earnings, real yields and the AI investment cycle matter more than Washington's political composition.
3 NOVEMBER 2026
AllianceBernstein's Inigo Fraser Jenkins and Alla Harmsworth argue structural tailwinds like globalisation and favourable demographics have reversed, requiring a new strategic allocation favouring equities, real assets and active management over bonds. They recommend redesigning pension asset allocation and adding tokenised and crypto assets to portfolios.
28 OCTOBER 2026
SUBSCRIBE founder Rafay Farooqui discusses private markets' evolution from democratization to infrastructure rebuilding and scale, arguing paper-based fund administration must modernize. He predicts tokenization will broaden investor access to private credit and alternatives, while framing AI as a practical tool rather than a replacement.
23 OCTOBER 2026
MFS's David Corn argues AI-driven agentic deployment is expanding cyber-attack surfaces and spending, making network security and identity security the most compelling long-term investment opportunities. He emphasises that platformization and durable pricing power, not just secular growth, separate great stocks from great companies.
The piece argues personal finance's future lies in a single AI agent that unifies every account and acts on a user's behalf, but general-purpose assistants like Meta's Muse face conflicted incentives since they profit from spending. It contends dedicated finance agents built on crypto rails, using programmable wallets and stablecoins, are better positioned to manage money rather than just its admin.
20 OCTOBER 2026
Aviva Investors' Nana Antwi argues money market funds are entering a technology-driven transformation, with digital distribution platforms and blockchain tokenisation reshaping access, settlement and operations despite persistent regulatory and infrastructure barriers.
15 OCTOBER 2026
Invesco argues record gold prices in 2026 signal growing distrust in the dollar-centric monetary system driven by sanctions risk and geopolitics, even as the dollar remains dominant. It contends USD stablecoins could let users access dollars while avoiding exposure to the US banking system, extending dollar reach amid fragmentation.
9 OCTOBER 2026
Northern Trust argues that despite abundant bearish headlines on rates, geopolitics and AI, markets, gold and AI investment continue to advance, rewarding those who resist flinching. It highlights emerging risks and opportunities in AI-driven credit, stablecoins and asset tokenization as the next frontier.
American Century Investments catalogues major 2025-2026 U.S. federal policy shifts—tax law, tariffs, health care, energy, employment and technology rules—and assesses their likely effects on consumers, businesses and investors. It concludes that many impacts remain uncertain as implementation, litigation and congressional action continue to evolve.
