UBS Asset Management
UK Housing Gap Widens as Supply Retreats and Costs Climb
UBS Asset Management’s latest real estate analysis examines how macro shocks, demographic shifts and regulatory pressures have deepened the structural imbalance in the UK residential market
Rents continue to rise (London tenants...
2026-02-18
2026-02-18
ING Bank
Geopolitics Lifts Oil as Metals and Cocoa Reprice
ING’s commodities team reviews how renewed US-Iran tensions are injecting risk premium into energy markets, while softer fundamentals weigh on metals and agriculture
Brent and WTI firmed toward $63–64/bbl after Iranian nava...
2026-02-17
ING Bank
RBNZ on Hold—for Now, but Hawkish Risks Are Rising
This article previews the 18 February RBNZ meeting, arguing that unchanged rates may mask a materially more hawkish outlook
Inflation has surprised to the upside (3.1% YoY headline vs 2.7% projected), raising the likelihood of upward r...
2026-02-17
Morgan Stanley
Semi-Liquid Private Credit Moves Into the Mainstream
Morgan Stanley examines how semi-liquid fund structures are reshaping access to private credit and accelerating its adoption in wealth channels
Semi-liquid vehicles provide ongoing subscriptions and periodic redemptions, reducing capit...
2026-02-17
Neuberger Berman
AI as a General-Purpose Technology: Macro Effects Delayed, Not Diminished
The featured report assess whether AI qualifies as a true general-purpose technology—and what that implies for growth, inflation and policy.
AI capex likely adds ~0.5pp to near-term GDP, but productivity gains may follow a historical &...
2026-02-16
Northern Trust
Housing Strains, Asian Frictions and the Rise of Prediction Markets
Northern Trust’s weekly commentary examines three pressure points shaping 2026: U.S. housing affordability, China-Japan trade tensions, and the growing signal from prediction markets
U.S. housing remains constrained by low turnov...
2026-02-16
DWS
“Rational Exuberance” Sets the Tone for 2026
DWS CIO Vincenzo Vedda’s Q4 2025 outlook argues that resilient growth, moderating inflation and rate cuts create a constructive backdrop for risk assets in 2026
Three Fed rate cuts, supportive ECB policy and easing inflation unde...
2026-02-16
Franklin Templeton Investments
Japan’s Regime Shift Gains Earnings Momentum
Templeton Global Investments’ 2026 outlook argues that Japan’s escape from deflation and accelerating corporate reform are laying the foundation for sustained equity outperformance
The return of sustainable inflation and pro-grow...
2026-02-16
Columbia Threadneedle
Political Noise Rises, but Bond Fundamentals Hold
The featured article argues that despite louder political rhetoric and Fed uncertainty, fixed-income markets remain anchored to fundamentals
Growth holds near 2.5%–3%, inflation has moderated toward 2.7%, and labor-market cooling...
2026-02-13
Pictet Asset Management
Seven Structural Themes Shaping 2026
In this thematic outlook, Stephen Freedman of Pictet Asset Management outlines seven science, technology and sustainability trends expected to drive returns over the coming year and beyond
Ageing demographics, preventative healthcare a...
