Markets Outlook

Lead Content

3 Contrarian Investment Ideas for 2026 (Morningstar Indexes)

Morningstar’s research and investment management teams have put together an insightful report that takes a…

2026 Outlook: Navigating the Real Estate Resurgence (Nuveen)

Real estate turned the corner in 2025, and Nuveen expects the recovery to continue building momentum in 2026. An…

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Market Cross Currents Set the Stage for 2026 Opportunities (Fidelity International)

Fidelity International’s outlook from the Fixed Income investment team.

State Street PriceStats Data: Still No Peak? (State Street)

November’s unexpected rise in U.S. inflation, captured by State Street PriceStats, breaks from typical seasonal…

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TOP RECENT POSTS

Beyond the AI bubble narrative (Special Report)

2026 Outlook: Economic Upside, Stock Market Downside (Vanguard)

2026 Annual Outlook: Above and Below the Radar (Nuveen)

Cycles, Crises, And the Currency of Change with Ray Dalio (PGIM)

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

2026 Key Themes (MFS)

Four Reasons the AI Boom May Not Bust (MFS)

2026 Perspectives: A Year of Paradox (Principal Asset Management)

Gold ETF Flows: November 2025 (World Gold Council)

Global Asset Allocation Insights - December 2025 (Fidelity International)

Global Asset Allocation Insights - December 2025 (Fidelity International)

Market Cross Currents Set the Stage for 2026 Opportunities (Fidelity International)

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

Market Cross Currents Set the Stage for 2026 Opportunities (Fidelity International)

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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)

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)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

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

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

Diversified Fixed Income: Strategies to enhance resilience, yield and liquidity (Special Report)

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Top Picks

Savvy Investor

CIO reading list: December 2025

This year's final CIO reading list highlights some of the most...

Savvy Investor

Monthly chart pack: The festive edition 2025

Read about AI, gold prices, U.S. equities...

Savvy Investor

Insights you might have missed last week

Battery storage, trillion-dollar market caps, and threats to ChatGPTExplore this selection of high-…