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
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
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...
2025-12-18
Pictet Asset Management
Quiet Contribution to Sustainable Returns
The report examines how digital technologies and AI are moving from environmental concern to practical enabler of measurable, long-term sustainability gains.
AI is improving resource efficiency across sectors—from manufacturing a...
2025-12-17
WisdomTree
From Vaults to Blockchains: Institutional Crypto Comes of Age
WisdomTree’s digital assets team argues that the infrastructure lessons learned from gold are now shaping a more institutional, transparent entry point into crypto markets.
The same physically backed ETP model that simplified gol...
