Global Wealth Research - October 2026

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Higher sovereign bond yields are reshaping return prospects. Investors more discerning about AI capex, with flows highlighting a barbell of risk appetite.

Key highlights:

Regional returns on a random walk support global diversification
Is AI capex in a bubble? What are the asset class implications?
Physical AI: Asia’s supply-chain opportunity broadens
Global implications of Japanese yen intervention
Longer-dated Treasury yields: higher-for-longer, better returns ahead?
Fund flows: barbell demand for growth and quality income
Where are investors being compensated for risk?

Published quarterly, this report covers:

The most impactful macro indicators in the current market environment
A cross-asset comparison covering rates, credit, equities, listed alternatives, commodities, and currencies
Insights on market shifts and their implications for multi-asset portfolio construction

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