Markets Outlook

Lead Content

Gold Market Primer: Market Size and Structure (World Gold Council)

This primer outlines the market’s size, structure, and essential characteristics, providing a foundation for…

Are Nordic Small Caps Approaching a Turning Point? (DNB Asset Management)

Global equity markets have become increasingly concentrated, while Nordic small caps have lagged significantly in…

Latest posts

Eye on the Market - November 2026 (J.P. Morgan Private Bank)

Midterms are rarely market-moving events. The business cycle drives markets, and the important components are…

Now You Can See Everything (J.P. Morgan Private Bank)

For the last couple of years, investors have wondered how voters would respond to the unorthodoxies of the second…

HIGHLY RATED

TOP RECENT POSTS

Emerging Market Newsletter October 2026 (Swiss Life AM)

The U.S. Mid-Terms: Two Extreme Outcomes Investors Should Hedge Against (Pictet AM)

The Great Rotation (Crescat Capital)

Bank Sector Outlook 2027: High Supply Meets a Changing Financial Landscape (ING)

U.S. Midterm Elections: What Could Be the Impact on Financial Markets? (Ofi Invest Asset Management)

The Bond Pain Trade Is Real, Not if You’re a Corporate Pension (Fidelity Investments)

Assessing What Matters for the U.S. Midterms (PGIM)

Is AI Crowding out the Rest of the Economy? (PIMCO)

Can AI Grow the U.S. Out of Debt? (MetLife IM)

Five Charts If You're Worried About Rising Rates (Capital Group)

Five Charts If You're Worried About Rising Rates (Capital Group)

What Does the Return of Competition Look Like? (MFS)

Making the Case for Active at the Core (Capital Group)

Investing in a More Competitive World (New York Life Investment Management)

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

The re-globalization Megatrend (Special Report, 2023)

Micro Caps: Is Now the Time? (Special Report, 2023)

Alternatives in a New World Order (Nuveen)

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

2023 Bond Outlook: The long view (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Are the rules changing? (Special Report, 2022)

Liquidity Changes Hands (Special Report)

Real Assets for New Realities (PGIM)

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Top Picks

Savvy Investor

Top investment content: October 2026

Explore insights into the forces shaping portfoliosIn this edition of our monthly "Top Investment…

Savvy Investor

Monthly chart pack: Geoeconomic risks and portfolios' positioning

Discover timely insights...

Savvy Investor

Insights you might have missed last week

Yield traps, gold, climate extremes, and more Explore this selection of high-quality insights…