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[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his views with the media on the Bank of Japan's policy outlook, highlighting the potential for a faster pace of monetary tigh...
El Niño is turning heat into a new supply shock, with the main investment implications in agriculture, water infrastructure and grid resilience as higher temperatures pressure food output, water lo...
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Between May and July 2026, 140+ asset managers published over 200 mid-year outlooks: their house views on the second half, set out across thousands of pages of PDFs, articles, commentaries, and med...
Markets appear to have lost faith in the Fed’s desire to fight inflation. Globally, inflation remains above target but there is no clear trend. However, cyclical forces could push it higher over th...
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