This week’s reads centres on a common issue for allocators: whether portfolio assumptions still hold as the cost and availability of capital change. AI financing is moving rapidly from an equity story into credit markets, monetary policy has shifted again, while new long-run evidence provides a useful challenge to the way historical returns are used in strategic asset allocation.

This week’s AdmansPraxis Research Reads focuses on the forces shaping portfolio outcomes beyond headline market moves. The selected research examines the sources of inflation, the changing economics of AI exposure, conflicts and governance in private-market continuation vehicles, operational preparedness for T+1 settlement, and the wider cross-market backdrop for allocators.