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Through the Systematic Lens: Thematic Equity: Factor Landscape (October 2026)
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Benjamin Lavine
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This month highlights genomics/biotechnology as one of the top trending themes and natural gas as an out-of-favor theme showing possible recovery.
Despite several areas of concern, we believe the backdrop is supportive for a continued advance in equities, especially amid earnings season, which might offer key glimpses of 2027 forecasts.
Chasing distant growth stories may mean overlooking present cash flow and dividends, strengths that may offer real strategic flexibility today.
Defense Tech: Political Risks to FY2027 Spending May Be Overstated
Political risks to FY2027 defense spending may be overstated, with bipartisan committee support for the $1.15 trillion core budget potentially limiting downside risks.
Tejas Dessai
Inflection Points: The Spooked Earnings-Driven Market
Despite several areas of concern, we believe the backdrop is supportive for a continued advance in equities, especially amid earnings season, which might offer key glimpses of 2027 forecasts.
Scott Helfstein
Inflection Points: AI Monetization, Market Volatility, and Valuation Disconnects
Scott Helfstein
Inflection Points: Mapping the Midterms
Scott Helfstein
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
We believe emerging markets may be poised for renewed leadership as attractive valuations, consumer growth, and a weaker U.S. dollar create tailwinds.
EM ex-China is attracting attention as investors look beyond China to opportunities in technology, demographics, and supply chain shifts.
We believe India’s favorable demographics, reforms, and digital transformation may support long-term growth opportunities for active investors.
We believe Emerging Market debt has evolved into a higher-quality asset class capable of providing meaningful portfolio diversification.
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
Political risks to FY2027 defense spending may be overstated, with bipartisan committee support for the $1.15 trillion core budget potentially limiting downside risks.
This month highlights genomics/biotechnology as one of the top trending themes and natural gas as an out-of-favor theme showing possible recovery.
Despite several areas of concern, we believe the backdrop is supportive for a continued advance in equities, especially amid earnings season, which might offer key glimpses of 2027 forecasts.
Chasing distant growth stories may mean overlooking present cash flow and dividends, strengths that may offer real strategic flexibility today.
We believe Emerging Market debt has evolved into a higher-quality asset class capable of providing meaningful portfolio diversification.
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
We believe emerging markets may be poised for renewed leadership as attractive valuations, consumer growth, and a weaker U.S. dollar create tailwinds.
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
