Global Economic Outlook

Lead Content

Global Market Perspectives 2Q 2026 (Principal Asset Management)

Principal Asset Management's quarterly investment outlook highlights the themes and investment implications for…

EQuilibrium 2026 Global Institutional Investor Survey (Nuveen)

Nuveen's sixth annual survey of 800 institutional investors shows a global investor base responding to…

Latest posts

How Has the Iran War Changed the 2026 Outlook? (Natixis IM)

Vaughan Nelson CIO and CEO Chris Wallis at Natixis discuss how the Iran war has changed the economic outlook for…

March CPI Report: Energy Lifts Headline; Core Holding Steady for Now (Principal Asset Management)

Energy lifts March CPI to 3.3% while core holds steady, keeping Fed policy cautious.

HIGHLY RATED

TOP RECENT POSTS

U.S. Employment Volatility Masks Structural Shift (PIMCO)

Europe’s Energy Shock: Growth in the Crossfire (PGIM)

The Credit Market Lens: Oil Supply Shocks Don’t Age Well (PIMCO)

Spillovers from the Strait (New York Life Investment Management)

Hidden Gems: Sri Lanka (MarketVector Indexes)

Fixed Income: A 360° View (Capital Group)

March CPI Report: Energy Lifts Headline; Core Holding Steady for Now (Principal Asset Management)

The Macro Factors Driving Steeper Yield Curve Risks (PGIM)

Quarterly Thematic Chartpack Q1 2026 (MarketVector Indexes)

Constrained Supply, Durable Demand: The Case for Investing in Manufactured Housing Communities (PGIM)

Can a Depopulating America Still Flourish? (AEI)

Oil Prices Threaten the Tax Tailwind (Principal Asset Management)

Private Credit: The Good, the Bad, and the Illiquid (Robeco)

Fixed Income: A 360° View (Capital Group)

view more

ALL TIME

The re-globalization Megatrend (Special Report, 2023)

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

Navigating uncertainty in search of alpha (Special Report)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

Discovering Sources of Alpha and Diversification in Fixed Income (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)

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

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

The Year Ahead: Convergence, Carry and Chance (PGIM)

The Year Ahead (PGIM)

view more

Top Picks

Savvy Investor

Insights you might have missed last week

Sri Lanka, battery power in India, and oil shocksExplore this selection of high-quality insights…

Savvy Investor

Staying the Course Through Structural Change

Welcome to EQuilibrium 2026 Structural shifts from artificial intelligence to evolving capital…

Savvy Investor

Capital market assumptions and forward-looking insights

This selection of insights offers investors...