From AI Chaos to Instant Clarity
Paneglass cuts through the noise, turning endless AI threads into sharp summaries and searchable boards so you can focus on building, creating, and executing.
Before
Where are the best opportunities right now?
Equities could offer upside, especially in emerging markets and AI-related sectors, but volatility remains high. Bonds are offering higher yields than they have in years — especially Treasuries and investment-grade corporates. Commodities like copper and uranium are benefiting from long-term structural demand. Real estate is mixed: residential faces affordability issues, but logistics and data centers tied to AI are seeing growth.
What about risks?
Geopolitical tensions could disrupt supply chains, interest rates may remain elevated longer than expected, and liquidity is tightening. Emerging markets face currency risk.
How should I allocate across them?
One approach could be a barbell portfolio: growth equities + stable bonds, with a slice of commodities for inflation hedge. Alternatively, a global 60/30/10 mix (equities/bonds/alternatives).
After
AI & Emerging Market Opportunities
Treasury & Corporate Bond Yields
Commodities: Copper & Uranium Demand
Barbell Allocation Approach
Geopolitical Tensions
3-5 Year Growth Outlook
Volatility & Currency Risks
Interest Rate Scenarios
Real Estate: Logistics & Data Centers
Global 60/30/10 Mix
Liquidity & Currency Risks
Short-Term Safe Havens
Sector Themes: Tech, Energy, Industrials
Credit Spreads & Default Risks
Private Markets & Infrastructure
Inflation Hedge via Commodities
Policy & Regulatory Shifts
Long-Term Structural Trends
