Markets Outlook

Lead Content

2026 Midyear Key Themes (MFS)

Investment opportunities and risks for 2026 include AI capex, U.S. dollar weakness, shrinking private credit, GARP…

Emerging Market Sustainable Bonds - Report 2025 (Amundi)

This report examines emerging market green bonds in 2025. Explore further.

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Midyear Global Outlook: AI vs Geopolitics (L&G)

This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-…

Semiquincententacles (JP Morgan Private Bank)

In this special issue JP Morgan looks at: U.S. reserve currency status, capital flows, the much anticipated “Sell…

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TOP RECENT POSTS

Emerging markets, reconsidered (Special Report)

2026 Midyear Equity Outlook: The Market Is Narrow. The Opportunity Set Isn’t (Metlife IM)

Deconstructing Asset-Based Finance (Nuveen)

The Credit Market Lens: Sharpe Is Back in Emerging Markets (PIMCO)

Midyear 2026 Outlook: The Concentration Paradox (Nuveen)

Mid-Year Outlook 2026: The Shock Absorbers (Fidelity International)

Mid-Year Outlook 2026: The Shock Absorbers (Fidelity International)

Closing the Global Small Cap Portfolio Gap (Fidelity Investments)

2026 Midyear Investment Outlook (Capital Group)

AI Investing: Climbing the Wall of Worry (Jennison Associates)

Bond Outlook: Strong Yields Offer Upside as Risks Linger (Capital Group)

Bond Outlook: Strong Yields Offer Upside as Risks Linger (Capital Group)

The Growing Role of Capex in Inflation Dynamics (Principal Asset Management)

Mid-year Investment Outlook 2026 (Amundi)

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ALL TIME

The re-globalization Megatrend (Special Report, 2023)

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

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

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

The AI supercycle (Special Report)

Navigating uncertainty in search of alpha (Special Report)

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)

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

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Top Picks

Savvy Investor

Top investment content: June 2026

This month's selection of top investment content...

Savvy Investor

Investment outlooks for the second half of 2026

This selection of timely outlook pieces...

Savvy Investor

Emerging markets, reconsidered

This Special Report explores why investors...