Stocks and Sectors Outlook

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Global Investment Views - January 2026 (Amundi)

The Global Investment Views (GIV) elaborates on the latest views, convictions and outlook of Amundi's Global…

New Dynamics: An Investment Playbook for 2026 (Candriam)

Candriam expects 2026 to be shaped by rapid innovation, geopolitical fragmentation, and regional growth.

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The Rise and Rise of Chinese Automakers (Capital Group)

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market.…

Equity Outlook: A Positive Set-Up (Robeco)

After an incredible 2025, 2026 has started at the same pace in global equity markets. Monetary easing will be…

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When Quality Isn’t Enough: A Multi-Dimensional Lens for Small Cap (Polen Capital)

Eurozone Multi-Asset Shines in 2025 (Amundi)

Best of the Best: Ignore the Noise & Find Great Companies (Ausbil)

Ausbil Equity Market Outlook for 2026 (Ausbil)

Fidelity Answers: We’re Not in an AI Bubble Yet - Here’s Why (Fidelity International)

Allocation Views: Focused on Strong Fundamentals (Franklin Templeton)

Cross Asset Investment Strategy - December 2025 (Amundi)

Germany: From Crisis Comes Opportunity (Amundi)

Ostrum’s 2026 Outlook: Transition or Disruption? (Natixis IM)

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

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

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

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

5 Year Expected Returns: The Stale Renaissance (Robeco)

Beyond the AI bubble narrative (Special Report)

2026 Outlook: Charting the Year Ahead (New York Life Investments)

2026 Investment Outlook: The Synchronized Shift (Robeco)

The Shifting Investment Landscape: Outlook 2026 (BNP Paribas AM)

Beyond Benchmarks: Maximizing Index Provider Value (Special Report, 2025)

Portfolio Perspectives Q4 2025 (MFS)

Realizing AI’s transformative potential: The next phase of acceleration (Special Report, 2025)

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Savvy Investor

Global Equities Edit: Who's afraid of an AI bubble?

Equity markets had a wild ride in 2025.

Savvy Investor

2026 market outlooks - part four

The macro picture is far from rosy as 2026 begins...

Savvy Investor

Highlights from 2025

Explore in-depth Special Reports on topics, such as international equities...