Responsible Investing in 2026: From Ideology to Infrastructure Analysis of the Key Investment Themes Shaping the Next Cycle Responsible investing is entering a more mature, demanding phase in 2026—one defined less by aspirational targets and more by implementation, resilience, and capital discipline

Russell 2000 Q4 2025: What Small Caps Are Really Telling Us About the Economy, Markets, and Risk The Russell 2000 Index in Q4 2025 reveals a market at an inflection point: earnings expectations remain resilient, valuations are compressing, leadership is narrowing, and small-cap behavior increasingly

The central insight of Swan Lake 2026 is not that markets face more risk than usual—but that the nature of risk itself has changed. The most dangerous disruptions in 2026 are not the most extreme scenarios, but those that are plausible, fast-moving, and capable of breaking deeply embedded assumption