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The Essential

There Are Opportunities in Emerging Markets Outside AI — But Their Growth May Be Slow

As “the AI plays in Asia have corrected massively,” Matthews notes that “whole sectors are being ignored.”

2026 TraderForum LatAm Conference

November 11-12, 2026 | Loews Coral Gables Hotel

Third Point Turns Cautious

Dan Loeb seems willing to miss the early stages of a market rally or a rotation back into tech.

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How Geopolitics Changed Refined Product Trade Flows

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Agents on the Org Chart: What Asset Owners Should Ask

As managers give AI agents actual jobs, asset owners need to know what those agents can do, who watches them, and whether the kill switch works.

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Institutions Reconsider Emerging Markets With ‘A Real Sense of Urgency’

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Cambridge Associates: Diversify (to Real Assets) Before the AI Bubble Bursts

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Andre Perold on AI: The World Is Changing Faster Than Markets Can Process

Julie Segal

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What Could Be Next for the U.S. Dollar?

The U.S. dollar has consistently underperformed emerging market currencies this year. Could a move to the upside be ahead?

Can South America Supply the Minerals America Needs Most?

South America holds roughly 60% of the world's lithium reserves, and a new $12 billion U.S. program is moving to secure them. What could Project Vault mean for global critical mineral supply chains?

How the Fed Usually Handles Rates Near an Election

The Fed raised rates in September, and its next meeting is just six days before the midterms. What does history say about a potential rate move?

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