Recent private equity underperformance has challenged long-held assumptions about the asset class. Our analysis examines the changing economics of private market investing and the drivers of future value creation.

US inflation accelerated in August, driven by higher energy costs and marking a pause in the recent disinflation trend.

The State Street Risk Appetite Index rose to 0.36 in August from 0.18 in July, marking its third-strongest reading of 2026 and fifth consecutive positive month as institutional investors continued adding risk.

We explore how AI-driven productivity gains could influence inflation and interest rates – and why the path from innovation to disinflation is far from straightforward.

In our July edition, we examine tokenized money market funds, their role in collateral and liquidity management, and infrastructure shifts driving institutional adoption.

We uncover why equity market volatility has remained subdued despite historically elevated levels of policy uncertainty — a disconnect that has become increasingly pronounced since 2016.