Mid-Year Investment Outlook 2026 (Amundi)
The global economy is at an inflection point. The authors see growth slowing unevenly and fiscal policy becoming a…
Asset Allocation and TAA
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2026 Midyear Key Themes (MFS)
Investment opportunities and risks for 2026 include AI capex, U.S. dollar weakness, shrinking private credit, GARP…
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Scarcity, Rivalry and the New Logic of Asset Allocation (Candriam)
The shift from a “soft” to a “hard” world is a durable regime change, driven by geopolitical rivalry, AI…
Should Investors Continue to Underweight the U.S. Dollar Relative to Other Major Currencies? (Cambridge Associates)
The dollar still trades around 30% above its median real exchange rate and at its 95th percentile over the last 55…
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Investment outlooks for the second half of 2026, part II
Artificial intelligence vs. geopoliticsSavvy Investor has curated another collection of mid-year…
