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Research Roundup: October 2026
- October 1, 2026: Vol. 13, Number 9

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Research Roundup: October 2026

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Is the commodity bull market already mature — or are we still in its early stages? A report from Goehring & Rozencwajg offers an answer. Read it here.

 

The Rise of Opportunistic Credit, a new article from Hamilton Lane, says it credit offers equity-like returns with downside protection. Read the firm’s take on the subject here.

 

J.P. Morgan Private Bank has produced a report titled Investing in the Space Economy: From Sci-Fi to Reality. The firm dubs it a “roadmap to the final frontier.” Read it here.

 

LaSalle writes there are reasons to consider adding real estate debt to your portfolio to your portfolio. The firm explains why here.

 

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