On Monday, risk markets opened on the front foot after largely shrugging off the weekend’s geopolitical news. Stock markets rallied, led by large-cap energy companies that stand to benefit from the...
Our Core Business team shares its investment outlook for 2026 including why diversification and convexity are critical for investors.
Bullish equity outlook for 2026: easing monetary policy, strong emerging markets, AI-driven growth—plus the key geopolitical risks to watch.
Do companies value investor engagement? Robeco shows how real dialogue drives sustainability progress—far beyond box-ticking.
Paul Jackson in Invesco’s GMS Office shares his quarterly outlook on the currency markets. Find out more.
We discuss the potential benefits of thoughtfully combining both indexing and active strategies in the high-yield space.
We expect lower long-term returns across most asset classes, driven by weaker productivity growth under a higher carbon pricing assumption this year. Equities are still expected to outperform bonds...
Latin America’s 2026 power shift is coming. Regime change and US influence may reshape markets—and open investor opportunities.
The growth and inflation mix remains supportive. Overweight equities versus fixed income, favoring value, small and midcaps. Moderately overweight credit risk, neutral duration, and underweight the...
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