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Mutual Fund
巿場分析
文章 | 二月 2026
Japan’s Paradigm Shift
- A landslide electoral mandate could speed up reforms, support domestic demand and push corporate cash into higher returns—key ingredients for a more durable re-rating of Japanese risk assets.
文章 | 二月 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 | 二月 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.
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