Robeco
Enhanced indexing for global equity investing
Robeco’s Nick King examines how enhanced indexing can improve global equity exposure by combining benchmark awareness with systematic active stock selection.
The strategy uses diversified signals including value, quality, momentum,...
2026-11-04
2026-11-04
Schroders
Our multi-asset investment views - October 2026
Schroders’ Multi-Asset team maintains a positive equity stance as resilient growth and earnings momentum offset concerns around higher long-term yields.
Equities remain preferred, with technology, Europe and emerging markets supported by...
2026-11-03
Amundi Asset Managers
Central Banks Hold Rates as AI Investment Complicates the Inflation Outlook
Amundi Investment Institute examines how major central banks are balancing resilient growth against persistent inflation and investment-driven demand.
The Fed, ECB and Bank of Japan kept rates unchanged, preserving flexibility while assessing t...
2026-11-03
Morgan Stanley
Growth Investing in Private Markets: How Times Have Changed
Morgan Stanley’s David Miller and Tim Clarke examine how longer private-company lifecycles and rapid AI-driven growth are reshaping opportunities in late-stage investing.
Companies are staying private longer, shifting a larger share of gr...
2026-10-28
Janus Henderson
Low fees, reduced taxation: Understanding the efficiencies available to passive ETFs
Janus Henderson’s Natasha Sibley and Ben Jones examine how ETF replication methods can affect the returns ultimately received by investors.
Physical ETFs holding US shares can lose part of their dividend income to withholding tax, creatin...
2026-10-28
Robeco
What 20 years of defensive equities can teach investors
Robeco’s Jan Sytze Mosselaar and Pim van Vliet reflect on 20 years of Conservative Equities and the role of defensive strategies in long-term portfolios.
Robeco’s three flagship strategies have generated positive alpha since incepti...
2026-10-26
AllianceBernstein
Beyond Dividends and Coupons: The Role of Options in Multi-Asset Income Investing
AllianceBernstein’s Daniel Loewy, Karen Watkin, Fahd Malik and Alexander Barenboym examine how option strategies can enhance multi-asset income portfolios. Beyond Dividends and Coupons: T…
Selling options can access the volati...
2026-10-26
Amundi Asset Managers
AI Investment Helps Markets Absorb 5% Yields as US Political Risk Builds
Amundi Investment Institute examines how US midterm elections and elevated Treasury yields could reshape markets, policy and sector performance.
Divided government remains Amundi’s base case, limiting major fiscal changes while increasing...
2026-10-21
Pictet Asset Management
Barometer: Stocks to power on despite lofty valuations
Pictet Asset Management’s Strategy Unit argues that resilient earnings growth still outweighs valuation concerns as bond yields rise.
Pictet remains overweight equities, with emerging markets and IT offering the strongest earnings prospec...
2026-10-21
State Street Investment Management
Adding bonds, trimming risk
State Street Investment Management’s Keith Snell and Robert Spencer outline a more defensive tactical allocation as resilient growth is balanced against higher rates and uneven inflation progress.
The team reduced equity risk while increa...
