Making Sense

What’s driving the systematic shift in commodities trading?

The future of commerce: Why checkout matters most

2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy

Dealmaking in healthcare: A mid-year pulse check

Coming soon: 2026 Global Research mid-year outlook (Full episode out Monday)

Security and Resiliency in Action: Powering the AI revolution

Emerging market credit: Liquidity in a new era

Equities update at mid-year: What drove the recent rally and what’s next?

Airline industry outlook: Fuel, fares and demand shifts heading into summer

Unlocking liquidity: The evolution of structured financing in private markets

Convergence in motion: Inside the institutional blockchain shift

A quant’s guide to finding alpha in commodities trading

Commodities provide significant diversification and alpha opportunities for quantitative investment strategies (QIS) due to their physical nature and the presence of price-insensitive producers and consumers. Systematic approaches, including trend following, curve carry, and index congestion, exploit market inefficienc...

What to expect from a Warsh-led Fed

Staying a step ahead in the bold new era of shareholder activism

The hidden costs of resilience: Financing the new supply chain reality

April jobs report: “Better than expected,” signs of resilience, and AI’s impact

The interplay between liquidity and collateral

ETFs and mutual funds: What dual share classes could mean for investors

ETFs and mutual funds: What dual share classes could mean for investors

How are retail investor dynamics shaping equity markets?