Source: Bloomberg, as of July 31, 2026. Global equity markets posted some mixed results in July. The MSCI All Country World ended the month unchanged. The S&P 500 (-0.1%) retreated on the back of a ...
My core portfolio is built from consensus across 29 institutional outlooks, emphasizing AI infrastructure, power grids, and diversified US equity exposure via ETFs. The densest consensus in the whole ...