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Agents, workflows, and tokens: Orchestrating intelligence at scale

Effectively adding AI trading technology to your risk conversations requires more than just a single agent operating as your AI Assistant. An effective AI team is made up of a variety of specialized agents that work together, designed, controlled and orchestrated by their human leader to tackle the multi-step and multi-role activities that are part of real-life trading and portfolio management.

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Mar 12 2026
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Market brief | Upside/downside: The portfolio implications of an oil shock

In light of recent market volatility, the Research Desk investigates equity holdings across institutional investor portfolios to gauge exposure and upside/downside risk.

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Software Engineering with AI in Practice
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Introducing Beacon Intelligence AI Assistant: turning risk models into live conversations

As markets speed up and uncertainties multiply, end-of-day risk reports no longer cut it. Risk management is now an ongoing dialogue throughout the day. Beacon AI agents are the first step from static analytics to interactive intelligence, adding a new voice to the risk conversation as AI grows into a holistic and collaborative approach with traders, quants, and analysts.

4 min read
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Feb 19 2026
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Market brief | US insurers holler for a dollar

As global stock markets teeter near all-time highs, the Research Desk sought to investigate what this exceptional, multiyear run for equities has meant for portfolios.

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Dynamism is the path to better performance

Our midyear macro update for corporates is based on a comprehensive review of the recent history of corporate investment performance, using Clearwater’s proprietary data.

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Duration bets have paid off, but cash hasn’t lost all its luster (yet)

As we learned in an earlier blog about passing peak cash, leading corporate investment managers moved quickly as rates rose, shifting portfolio allocations from cash to corporate bonds. This multiyear pivot coincided with a change in duration strategy that is…

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Are foreign investors divesting from US assets? Evidence of “sell America” from the insurance industry

Tariff turmoil, widening deficits, and market volatility have put US assets under meaningful scrutiny in 2025. A decline in the dollar, coupled with rising long-term Treasury yields, have many analysts pointing to international divestment from US assets. But have foreign investors really soured on US markets?

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Energy traders face growing risk visibility challenges: 2025 research insights

Energy and commodity traders may be risking more than they realize. Our research reveals that portfolio risk visibility is suffering from inflexible models and systems that struggle to adapt to changing market conditions. We commissioned a research study of energy…

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Why stable value isn’t standard: 3 reasons you need a purpose-built solution

Stable value isn’t one-size-fits-all. Discover 3 reasons why it demands a purpose-built solution for accurate accounting, reporting, and oversight.

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We’re past peak cash, but corporates will keep earning for a while

Despite elevated market volatility and softening macroeconomic data, corporate investment performance has been robust for several years, with a typical gain of 7% (cumulative) since December 2023. For firms who saw no gains as recently as four to five years…

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Gaining momentum: Insurers accelerate into private markets

Clearwater’s 2025 Insurance Investment Outsourcing Report (IIOR), developed in partnership with DCS Financial, reveals a clear trend: while public fixed income remains the foundation of insurer portfolios, allocations to private equity and other alternatives are accelerating. As insurers seek greater…

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Embracing digital transformation Germany’s financial future

Clearwater is investing in technological upgrades to their systems to ensure a smooth transition with each new Taxonomy release.

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Resource allocation priorities for energy and commodity trading firms: 2025 research insights

Energy and commodity traders feel stretched thin across multiple risk management activities, but where do they most want to redirect their efforts? To explore this question, we commissioned a research study of energy and commodity traders in North America and…

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