Candriam
Geopolitical fragmentation: Investing in a multipolar world
Candriam’s Megatrends Series paper by Ken Van Weyenberg and Johan Van Der Biest explains how US-led globalisation is giving way to lasting fragmentation reshaping growth, supply chains and sector leadership.
30%+ of global trade could...
2026-01-23
2026-01-23
Capital Group
Dynamic global fixed income: Investing across the cycle
A Capital Group Investment Insights note by Manusha Samaraweera and Jeremy Cunningham explains why dynamic global fixed income can strengthen portfolio defence and returns as 2026 uncertainty meets stretched valuations.
Core bonds still dive...
2026-01-23
Capital Group
Dynamic global fixed income: Investing across the cycle
A Capital Group Investment Insights note by Manusha Samaraweera and Jeremy Cunningham explains why dynamic global fixed income can strengthen portfolio defence and returns as 2026 uncertainty meets stretched valuations.
Core bonds still dive...
2026-01-23
Blue Bay Asset Management
The SaaS conundrum – the death or rebirth of software?
Kilian Niemarkt (Senior Client Portfolio Manager, RBC BlueBay Asset Management) examines whether AI will structurally weaken SaaS business models or ultimately strengthen them through smarter, more integrated platforms.
Software leadership h...
2026-01-23
WisdomTree
Five post-CES ideas for thematic investing in 2026
A WisdomTree insight by Aneeka Gupta, Baoqi Zhu, Blake Heimann and Elvira Kuramshina translates key CES signals into five investable themes shaping 2026 tech allocation.
AI infrastructure is scaling physically: Nvidia’s Rubin platform...
2026-01-23
Franklin Templeton Investments
Fixed income: Key Convictions 1Q26
Western Asset’s 1Q26 Key Convictions (CIO Michael Buchanan, CFA) outlines a fixed-income playbook built around consistent income, selective risk-taking and positioning for AI- and M&A-linked issuance.
Growth is expected to improve...
2026-01-22
Columbia Threadneedle
Venezuela: Assessing implications for oil markets and Latin America
A Columbia Threadneedle Investments analysis by Kate Moreton, Meg O’Connor and Sarah Glendon assesses how recent US military action in Venezuela could reshape oil markets, migration trends and Latin American geopolitics.
Venezuelan cru...
2026-01-22
Allianz Global Investors
Bond investing beyond duration
Maxence-Louis Mormede (CIO Advanced Fixed Income, Allianz Global Investors) outlines how bond investors can improve risk-adjusted outcomes by prioritising the information ratio over pure return-seeking.
The information ratio measures excess...
2026-01-22
BlackRock/iShares
Weekly commentary: Immutable laws keeping us risk-on
BlackRock Investment Institute’s weekly commentary explains why “immutable” debt and inflation constraints may limit policy extremes, keeping their pro-risk stance intact.
Fed independence concerns have lifted term premia,...
2026-01-22
Blue Bay Asset Management
Friend or Foe – could this be the defining question for EM sovereigns in 2026?
RBC BlueBay strategists outline why EM sovereign performance in 2026 may hinge on countries’ alignment (or non-alignment) with the Trump administration amid rising geopolitical fragmentation.
Geopolitical risk is a key differentiator:...
