Schroders
Where do active ETFs fit in portfolios? Four roles investors value most
Active ETFs Gain Ground as Flexible Portfolio Building Blocks
Schroders’ Tom Stephens examines how investors are using active ETFs to address specific portfolio needs rather than treating them as a separate asset class.
49% of surveyed...
2026-09-16
2026-09-16
Nuveen
Opportunity grows for senior loans and CLOs
Senior Loans and CLOs Gain Appeal as Inflation Stays Elevated
Nuveen CIO Saira Malik examines how renewed energy-driven inflation and higher-for-longer rates are shaping opportunities across floating-rate credit.
Oil above $100 and rising di...
2026-09-15
Morgan Stanley
Cyber Risk in U.S. Water Systems: A Municipal Credit Perspective
Cybersecurity Emerges as a Key Municipal Credit Risk
Morgan Stanley’s Municipals Team examines how recent cyberattacks on U.S. water systems are increasing operational and credit risks for essential-service providers.
Smaller utilities...
2026-09-15
WisdomTree
Equity Outlook: Broadening the base
Broadening Equity Exposure as AI Leadership Concentrates
WisdomTree’s Aneeka Gupta argues that equity opportunities are widening beyond crowded AI leaders as earnings momentum improves across regions and sectors.
AI remains a powerful...
2026-09-14
Capital Group
U.S. vs. China: Who’s winning the AI race?
U.S. and China Take Different Paths in the AI Race
Capital Group’s Mark Casey, Winnie Kwan, Sugi Widjaja and Jared Franz compare how the U.S. and China are approaching AI development and what this could mean for investors.
U.S. compani...
2026-09-14
Columbia Threadneedle
Columbia Threadneedle Fixed-Income Monitor:
Fed Hikes and AI Debt Issuance Reshape Fixed-Income Markets
Columbia Threadneedle’s Balaji Venkataraman reviews the September fixed-income outlook, highlighting tighter monetary policy, resilient credit fundamentals and shifting bond-market...
2026-09-10
Janus Henderson
International equities: From value trap to value creation?
International Equities Shift from Cheap Valuations to Improving Quality
Janus Henderson’s Faizan Baig and Callum Rushforth assess whether corporate reform and rising profitability can sustain the re-rating of international equity markets....
2026-09-10
Northern Trust
Rates are high but credit is easy - Why aren't interest rates slowing activity?
High Rates, Easy Credit and El Niño Shape the Economic Outlook
Northern Trust economists Carl Tannenbaum, Ryan James Boyle and Vaibhav Tandon assess shifting Federal Reserve policy, financial conditions and emerging climate risks.
The...
2026-09-10
Amundi Asset Managers
Bond yields on the rise again.
Rising Bond Yields Create Income Opportunities Amid Policy Uncertainty
Amundi Investment Institute, led by Monica Defend, reviews the recent rise in global bond yields and the macroeconomic forces shaping market direction.
Long-dated bond yi...
2026-09-08
Janus Henderson
Sovereignty: The investment theme reshaping global markets
Janus Henderson portfolio manager Richard Clode examines how rising geopolitical fragmentation is turning sovereignty into a long-term investment theme across technology, infrastructure and supply chains.
Governments and companies are prioritis...
