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Cutting-edge investment insights.

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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.

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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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3 essential capabilities for managing private market assets

Modern, cloud-based investment management platforms are becoming a necessity for getting the optimal performance out of a multi-asset portfolio with the desired level of private market risk.

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Why the market is warming up to alternative fund structures

The traditional building blocks of institutional portfolios are under pressure. Heightened volatility, tighter monetary conditions, and macroeconomic uncertainty are challenging conventional asset allocations. At the same time, the convergence of public and private markets is compelling investors to reimagine modern…

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Unlocking the appeal: Why institutional investors are embracing alternatives

Explore how institutional investors, particularly insurers and pension funds, are increasingly embracing alternative assets as a central component of their portfolio strategies.

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Energy traders bullish on capital growth: 2025 research insights

Energy and commodity traders are betting big on growth — nearly a quarter expect their capital to jump by more than 50% in the next two years. But there’s a catch: 57% also expect tighter trading restrictions, and nearly half…

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Corporate performance: strong in the storm

The first half of 2025 has not been easy for corporate treasurers and investment managers. Tariff policy from Washington, stoking renewed recession fears, has become a significant factor in tactical allocation strategies. Both equity and bond markets in the U.S.…

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Quelles sont les grandes tendances de la gestion assurantielle en 2025 ? Découvrez les réponses de plus de 100 sociétés de gestion spécialisées

Newsletter Clearwater France #7 | Quelles sont les tendances de la gestion assurantielle en 2025 ? 100 sociétés de gestion spécialisées répondent

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Energy and commodity markets face intensifying competition: 2025 research insights

Hedge funds, banks, and tech-driven trading firms are looking to grab a greater share of the profits available in energy and commodities markets. A significant majority of traders (66%) expect the number of new market entrants to increase by up…

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Innovation in investment ops: Clearwater Connect 2025

Clearwater for Rated Note Feeder Funds: Explore structure, benefits, and challenges for RNF investors

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The evolution of fixed income: Key takeaways from the fixed income leaders summit

This year’s Fixed Income Leaders Summit (FILS) brought together a varied mix of traders and portfolio managers, with a noticeable increase in participation from hedge funds and smaller asset managers and asset owners. This subtle but significant development highlights the…

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