Editor profile
Chief Editor, Global Markets & Macro Strategy
Alistair Sterling analyzes global asset pricing and the impact of central bank policies on capital markets. He provides strategic context to GDP, inflation, and interest rate signals worldwide.
alistair.sterling@investmentstrategynews.comMomentum strategies are prevalent in global markets, but institutional investors need to be wary of the risks behind trend chasing. This article deeply analyzes the driving factors, capital flows, and long-term investment logic of momentum trading.
Goldman Sachs and Morgan Stanley saw a 70% year-over-year surge in equity trading revenue in the second quarter of 2026, totaling nearly $14 billion, with the AI frenzy serving as the main driver. However, institutional investors are focused on whether this revenue dependent on short-term volatility can be transformed into a sustainable long-term profit model. This article provides an in-depth analysis of Wall Street investment banks' AI trading dividends, transformation challenges, and future asset allocation insights.
Exploring the current state of tax drag on U.S. stock returns and various strategies for institutional investors to reduce tax costs, based on the latest research by Andrew Ang.
Although the easing of the situation in Iran has led to a decline in inflation expectations, real yields have risen sharply and benchmark interest rates remain high. AI investment, government deficits, and the Fed's hawkish stance are key factors behind this.
Against the backdrop of an increasingly competitive fundraising environment, product innovation and customized solutions have become key for asset management companies to attract and retain capital. This article explores how changing investor expectations, customization trends, emerging capital sources, and coherent strategies are shaping the future of the industry.
Recently, the U.S. chip stock index has experienced a significant pullback, while the S&P 500 equal-weight index has hit new highs, indicating a clear sector rotation within the market. This article analyzes the underlying macro drivers, institutional behavior, and long-term investment logic.
An industry survey shows that global financial firms are shifting their Asia-Pacific expansion focus toward South Korea while adopting a more cautious stance toward China and India, reflecting the impact of regulatory complexity and geopolitical risks on capital flows.
The explosive growth of artificial intelligence is driving a surge in data center electricity demand, prompting institutional investors to turn their attention to the power infrastructure sector. This article analyzes the long-term allocation value of the AI power theme from the perspectives of global capital flows, investment logic, and risk factors.
Standard Chartered Bank upgraded Asian equities ex-Japan to "overweight", particularly favoring Taiwan, China, and India, believing that AI investment and strong earnings prospects support regional growth.
The yen fell to a 40-year low, putting pressure on Asia-Pacific stock markets. This article analyzes the impact of the yen's weakness on institutional investors and its long-term trends from the perspectives of global capital flows, asset allocation, and interest rate cycles.
Singapore sovereign wealth fund GIC plans to sell up to US$2 billion in private credit assets on the secondary market, reflecting a trend of institutional investors actively managing alternative asset allocations through secondary transactions.
The 2026 European Electricity Summit focuses on the dual impact of AI on power demand and grid optimization, the lag in industrial electrification, and challenges to energy infrastructure security, revealing structural investment opportunities and risks in the energy transition for institutional investors.
Recent liquidity pressure events, such as Partners Group setting redemption caps on its perpetual private equity fund, have prompted institutional investors to become more cautious and selective in private market allocations, expanding their focus from pure returns to credit quality, valuation practices, and the resilience of loan standards.
ESG disclosure has shifted from a compliance burden to a core differentiator in capital markets. Based on research from MSCI and others, this article analyzes how ESG performance directly impacts financing costs and corporate valuation, and explores the logic behind institutional investors incorporating ESG into their investment decisions.
Mozambique's new law requires the state to hold shares in mining projects, marking an escalation of resource nationalism. Analyze its impact on global capital flows, institutional investors' asset allocation, and long-term mining investment prospects.
Amid the combined effects of a weaker U.S. dollar, European fiscal stimulus, Japanese corporate governance reforms, and differentiation among emerging markets, international equities have once again drawn institutional attention. This article examines capital flows, valuation structures, and the macro environment to assess whether this round of relative outperformance is sustainable and the direction in which global asset allocation may rebalance.
The Reserve Bank of India kept the repo rate unchanged at 5.25%, but signaled a hawkish tilt amid a lower growth forecast and a higher inflation forecast. This article analyzes the implications of this policy mix for institutional investors from the perspectives of global capital flows, interest rate cycles, and asset allocation in emerging markets.
This article is based on Futu NiuNiu’s relevant global equity market information and analyzes the structural logic behind AI-related themes, the Hong Kong tech sector, and institutional capital flows, while also discussing future trends from the perspectives of interest rates, liquidity, and long-term asset allocation.
S&P Global Ratings was named CLO Rating Agency of the Year at the 2026 GlobalCapital U.S. Securitization Awards. This result reflects the rising demand among institutional investors for independent ratings, transparency, and verifiable credit analysis amid high interest rates, credit divergence, and the expansion of structured finance.
This article focuses on the issue of market concentration amid record highs in U.S. stocks, analyzing the impact of the “few leading stocks driving the rally” on global asset allocation, portfolio diversification, and institutional investment strategies, and discussing the macro environment, capital flows, and long-term risks behind it.