Amundi Asset Managers
Balance Returns to the Center in 2026
Capital Group’s 2026 Outlook sets out a shift from narrow leadership toward a more balanced market, supported by easing policy, resilient global growth and improving earnings visibility.
Policy clarity and stimulus across the U.S...
2025-12-24
2025-12-24
Nuveen
Dividend Growth Offers Ballast as the Cycle Softens
Nuveen’s CIO Weekly Commentary, authored by Saira Malik on behalf of the Global Investment Committee, assesses late-cycle signals and portfolio resilience as markets head into 2026.
U.S. labor data point to cooling momentum, with...
2025-12-24
WisdomTree
Owning the Pipes Becomes the Edge in the Digital Economy
WisdomTree’s research team examines how telecommunications infrastructure is emerging as a durable compounding asset as data demand, AI and connectivity converge.
Mobile towers benefit from layered economics: once built, incremen...
2025-12-22
Robeco
A Synchronized Late-Cycle Upswing Faces Tight Policy Boundaries
Robeco’s 2026 outlook maps a fleeting window where easing trade tensions, fiscal impulse and nascent productivity gains align into a rare cross-economy expansion.
Global growth broadens as U.S. consumption holds, Europe re-accele...
2025-12-22
Janus Henderson
Japan’s Digital Catch-Up Creates a Multi-Year Investment Runway
Janus Henderson’s latest field research highlights how chronic underinvestment, legacy systems and demographic pressures are accelerating Japan’s push toward digitalisation.
Corporates remain years behind Western peers, dri...
2025-12-22
Capital Group
Balance Returns to the Center in 2026
Capital Group’s 2026 Outlook sets out a shift from narrow leadership toward a more balanced market, supported by easing policy, resilient global growth and improving earnings visibility.
Policy clarity and stimulus across the U.S...
2025-12-22
Neuberger Berman
Five Forces to Navigate 2026’s Uneven Cycle
Neuberger Berman’s Solving for 2026 distills cross-asset positioning into five themes shaped by divergent policy paths, AI-driven capex and slow-moving credit dynamics.
Monetary and fiscal policy diverge across regions as product...
2025-12-18
State Street Investment Management
Beyond the Mega-Caps: Equity Leadership Starts to Broaden
State Street Investment Management examines how the AI-led rally is evolving, with market leadership gradually diffusing across regions, sectors and factors as the cycle matures.
Sentiment-driven returns tied to mega-cap AI leaders rem...
2025-12-18
DWS
AI’s Boom Phase Brings Volatility—and Selectivity
DWS’s CIO Special frames artificial intelligence as a structural growth engine entering a more volatile, capital-intensive phase that will increasingly separate durable winners from fragile narratives.
AI investment remains a key...
2025-12-18
Robeco
A Rare Late-Cycle Harmony Lifts 2026—Briefly
Robeco’s 2026 Investment Outlook sets out a base case where easing policy, fading trade friction and early productivity gains align into a short-lived synchronized upswing across major economies.
The central scenario points to re...
