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Finding a New Longevity for Luxury

Bain & Company

Annual Report

|

Jan 2026

Bain and Company explains why luxury is shifting from a post boom normalization into a more selective growth era.

Annual Report

January 2026

Bain and Company explains why luxury is shifting from a post boom normalization into a more selective growth era.

Bain & Company

The Latest

Ten things about Venezuela: on oil, geopolitics and drugs

J.P. Morgan Asset Management

Michael Cembalest

Global Macroeconomics

|

Jan 2026

Exploiting Myopia: The Returns to Long Term Investing

Kalash Jain, Dian Jiao

Markets

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Jan 2026

Alternatives 2026 Outlook

Wilshire

Market Outlooks

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Jan 2026

Curated Podcasts

Wealth Management

Ep.44

Bill Perkins is Not Afraid

Global Macroeconomics

Ep.104

TIP410: The Changing World Order W/ Ray Dalio

Markets

Ep.56

Ricky Sandler – Investing Through Perception Shifts and Market Cycles

Financial History

Ep.56

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

Global Macroeconomics

Ep.56

Louis Vincent-Gave: From Uninvestable to Unflappable; China’s Semiconductor and AI Blitz Is Rewriting the Trade War

Markets

Ep.107

Henry Ellenbogen – Man Versus Machine

Editor’s Picks

Long-Term Asset Return Study – The Ultimate Guide to Long-Term Investing

Deutsche Bank

Jim Reid

Market Reports

|

Nov 2025

Jim Reid published the 20th anniversary edition of Deutsche Bank’s flagship Long-Term Study, which examines how asset classes (mainly global stocks and bonds) have performed across a wide range of macroeconomic, policy, and valuation environments, drawing on data all the way from the 18th century to today.

Market Reports

November 2025

Jim Reid published the 20th anniversary edition of Deutsche Bank’s flagship Long-Term Study, which examines how asset classes (mainly global stocks and bonds) have performed across a wide range of macroeconomic, policy, and valuation environments, drawing on data all the way from the 18th century to today.

Deutsche Bank

Jim Reid

Market Outlooks

Macro Pulse Outlook for 2026: charting the year ahead

Dec 2025

New York Life Investments

Market Outlooks

High Grading Outlook for 2026

Dec 2025

KKR

Henry McVey

Market Outlooks

2026 Outlook: Tech Tonic — a broadening bull market

Dec 2025

Goldman Sachs

Peter Oppenheimer

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