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CIO Weekly Perspectives | February 2026
Risk Assets: Navigating the Crosscurrents
- Under a resilient macro surface, risk markets are being shaped by powerful crosscurrents, driving rapid rotation across factors, sectors and regions.
Article | February 2026
The Ultimate ‘GPT’: Is AI Game-Changing for the Macro Picture?
- We anticipate moderate impacts in the near term, but will look for more profound shifts—albeit with some delay—as the years unfold.
Disruptive Forces in Investing | February 2026
Real Estate's Reset: Where Almanac Sees Stress and Opportunity
- (27:41) Real estate’s reset is creating both stress and opportunity. As higher rates and lower valuations slow transactions and extend holding periods, platform-level capital is becoming a crucial tool for real estate businesses seeking liquidity, balance-sheet flexibility, and growth. In this episode, we explore where investors may find overlooked opportunities across sectors.