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The Market Pulse

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Featured Research

2026 Midyear Update Preview

The first half of 2026 validated many of the dominant market narratives entering the year — resilient growth, AI-driven investment, and supportive fiscal policy. Yet beneath strong markets, the environment has become increasingly complex, shaped by persistent inflation, elevated deficits, concentration risk, and growing debate around monetary policy, fiscal dominance, and the sustainability of the current AI and liquidity-driven cycle.

Macro Outlook

LeoC, CFA

9 hours ago3 min read

Research Archive

Global Equities

Are We in a Stock Market Melt-Up? Understanding the Risks Behind Rapid Rallies

Markets don’t always crash from panic—they can also rise too fast from it. As AI-driven stocks push major indices to record highs, investors are asking whether this rally is backed by fundamentals or fueled by momentum and fear of missing out. Understanding the difference between a melt-up and a bubble may help investors stay disciplined when markets become euphoric.

Insights/Perspective/Trends

LeoC, CFA

5 days ago3 min read

What Is the MSCI ACWI? A Beginner's Guide to the Global Equity Index

If you’ve ever wondered how investors track the performance of global stock markets, the MSCI ACWI (All Country World Index) is a name you’ll likely come across. This powerhouse index, managed by MSCI Inc., is like a snapshot of the world’s biggest and mid-sized companies across developed and emerging markets. Covering about 85% of the global investable equity market, it’s a go-to benchmark for anyone looking to diversify their portfolio worldwide. In this blog, we’ll break d

Global Equities

luizpereira66

Jun 6, 20255 min read