The Great Global Restructuring (Capital Group)
How AI, trade, the U.S. debt and dollar outlook are reshaping the investment landscape.
Debt and Credit Outlook
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Geopolitics, Tariffs and Market Volatility (Amundi)
January’s market lurch: transatlantic tariff threats, a surge in Japanese bond yields, and gold’s record run.
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Factors to Watch in 2026: AI, Geopolitics and Credit Stress (BNP Paribas AM)
There are several factors in play which investors need to monitor closely this year. Geopolitics will likely…
Given the Uncertainty Over Inflation, Protection Matters (BNP Paribas AM)
The economic outlook for 2026 appears to be in equilibrium. Inflation is close to the targets set by the main…
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