Investment Institute
Explore differentiated analysis and peer-reviewed research in the investment topics that matter most - from behavioral finance and asset allocation to emerging trends like AI and crypto.
Editor’s monthly pick
Our top choice this month—timely analysis and standout research.
Humans vs Machines: David Rowan on Curiosity, Creativity, and the Future of AI
Explore expert insights by content type
What’s behind gold’s surge—and what could end it
Gold’s rally breaks old rules. Understanding what’s driving it matters more than ever.
Why the AI capex cycle is built to persist
The scale of the artificial intelligence (AI) capex cycle can continue for the next two to three years.
Why the stock market could broaden sustainably beyond U.S. large-cap growth
The artificial intelligence (AI) arms race could contribute to a sustainable broadening in the equity markets.
Financial History as Superpower: Sir Niall Ferguson on Markets, Mistakes, and Making Big Calls
History’s edge: Why Niall Ferguson wants us to take the long view
Understanding the past can give us a critical edge in spotting market shifts and risks.
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Jun 2025
From the Field
An anatomy of tariffs: History, theory, and prognosis
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