But as markets evolve and geopolitical realignments accelerate in 2026, global macro risks increasingly impact all investment strategies across asset classes and sectors. This post provides guidance on how to extend event-driven strategies with global macro data and inputs in order to maximize alpha generation and smart beta portfolio management strategies.

Learn how to design efficient workflows, validate outputs, and ethically deploy AI-powered research assistants in 2026. Includes prompts, checklists, and templates.

Portfolio managers, advocates, wealth managers, and chief economists need AI-powered tools that deliver more than automated summaries from social media, blogposts and newspapers. Automated research assistants powered by AI are emerging as game-changers in finance. To celebrate the new year, here are the top three AI in finance trends for 2026:

At BCMstrategy, Inc., we are fond of saying that "the language is the data." Summer 2025 is when we take the next step by making the language data generated by our patented process available to enterprise buyers via access to .json files with rich quantitative, conceptual, demographic, and lexical metadata tagging.

The first step in building a set of AI training data concerning global macro policy is to identify the different categories of language inputs needed for model training. This post explains the four categories of content and why they are different.

Just because public policy text is open source does not mean that it is easy to find or access. Spoiler alert -- a kitchen sink approach to language data acquisition is a fast track to high costs, slow training times, and suboptimal outputs. This post seeks to help global macro strategists structure more effective text acquisition strategies to support their portfolio priorities.

This morning's NYT op-ed is right on the money...and we have the data to prove it (see the charts below). While the rest of the world...

Specifically: one can configure agentic AI processes to collect, aggregate, and analyze publicly available official sector data. But you still need to know where to look. And you still need to know why a particular data series is important to your analysis. We break down the top categories of global macro data and how to access them.