Blue Bay Asset Management
The Philippines Is Cheap for a Reason — But Maybe Too Cheap
RBC BlueBay’s “Notes from the Road” paints a picture of a country caught between demographic promise and institutional stagnation.
The Philippines has one of the youngest populations in the world, with a median age of ju...
2026-05-27
2026-05-27
Robeco
The Energy Transition Is Becoming a Nature Problem
Robeco’s white paper argues that climate investing is entering a second phase, where biodiversity and natural-resource constraints can no longer be separated from decarbonization itself.
The report highlights how renewable infrastru...
2026-05-27
WisdomTree
Crypto Is Quietly Becoming an Income Asset
WisdomTree argues that the most overlooked development in digital assets is not price appreciation, but the emergence of staking yield as a persistent second source of return.
Ethereum staking yields recently hovered around 2.7%, while So...
2026-05-27
State Street
Central Banks Are Confronting an Energy Shock Without Demand Strength
State Street’s Weekly Economic Perspectives argues that the Iran-driven energy shock is increasingly colliding with weakening global demand, complicating the path for central banks across Europe, the UK, and Japan.
Eurozone services...
2026-05-26
Northern Trust
The Quiet Deregulation of Banking Has Begun
Northern Trust also highlights a growing shift in US banking regulation, where policymakers are beginning to ease post-2008 constraints in response to the explosive rise of private credit markets.
Federal Reserve officials are considering...
2026-05-26
Janus Henderson
The Crowded Trade Problem
Janus Henderson argues that years of concentration into mega-cap technology stocks are beginning to create a structural opportunity in global small-cap equities.
Over the past decade, passive flows and investor preference for liquidity pu...
2026-05-26
Amundi Asset Managers
Inflation Is Becoming Geopolitical Again
Amundi argues that markets are increasingly confronting a form of inflation driven less by domestic demand and more by geopolitical fragmentation and energy insecurity.
US producer-price inflation accelerated to 6% year-on-year in April,...
2026-05-26
Edmond de Rothschild
Markets Are Trading on Hope, Not Resolution
Edmond de Rothschild describes current market behavior as “mild euphoria,” where optimism repeatedly returns despite the absence of any durable geopolitical breakthrough.
Markets swung violently between fear and relief as trad...
2026-05-23
Amundi Asset Managers
Retail Investors Are Not One Market
Amundi’s latest research argues that retail investors are far more fragmented than traditional wealth categories suggest, with financial behavior increasingly shaped by psychology, liquidity constraints, and social preferences.
Usin...
2026-05-22
ING Bank
Hungary’s Central Bank Is Caught Between Inflation and Growth
ING expects the National Bank of Hungary to leave rates unchanged at 6.25% for now, but sees growing tension between geopolitical inflation risks and mounting pressure for eventual easing.
Rising energy insecurity linked to the Middle Eas...
