Artisan market views, organized for advisors.

The latest Antero Peak Bulletin points to a more constructive backdrop for equities, with S&P 500 earnings expectations for 2026 moving higher and growth still expected to accelerate through the year.

That optimism is supported by improving global manufacturing, resilient...

The integration of artificial intelligence into healthcare is more nuanced than widespread disruption suggests.

While AI excels at optimizing information and administrative tasks, the core of healthcare remains anchored in biology, stringent regulations, and physical infrastructure, limiting direct substitution.

When launching an emerging markets debt fund, the selection of a global custodian is paramount.

This choice directly shapes the investable universe, influencing potential alpha generation by determining market access and operational viability.

In emerging markets debt, foreign exchange is not a peripheral detail but often the main source of both risk and return.

Many managers still rely on standing FX instructions with custodians, effectively outsourcing a core driver of performance and giving...

Foreign exchange markets pose unique challenges for emerging markets debt managers because most trading relies on bilateral credit relationships rather than a central guarantor.

These arrangements embed both credit and execution costs into FX spreads, making it hard to see...