Currency Markets Outlook

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2026 Annual Investment Outlook: Resilience and Rebalancing (Invesco)

Looking ahead to 2026, Invesco believes the conditions are in place for the market advance to continue. 2025 was a…

Performance Insights – December 2025 (FTSE Russell)

Stay ahead with the latest performance insights from FTSE Russell's Global Performance Insights report. This…

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Quarterly Review December 2025 (BIS)

The risk-on mood that prevailed for much of the review period in global financial markets faced mounting…

EUR/USD - 2026 Outlook (Sucden)

Sucden's latest EUR/USD outlook analyses the key forces shaping the pair into year-end 2025 and throughout 2026.…

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Macro Insights Chartbook Q4: Tariffs, Sentiment, Inflation (Fisher Investments)

U.S., Global, and Emerging Markets Outlook (Fisher Investments)

Emerging Market Debt: Local or Hard Currency? (Robeco)

Ten Talking Points on Japan for 2026 and Beyond (Capital Group)

The End of the Strong Dollar Cycle (MFS)

Global Investment Views - December 2025 (Amundi)

Digital Assets: From Code to Core (Fidelity International)

Digital Assets: From Code to Core (Fidelity International)

Resilient Emerging Markets in the Great Diversification (Amundi)

EUR/USD - 2026 Outlook (Sucden)

Moderately Positive on U.S. Rates (Candriam)

The U.S. Dollar Downtrend: Dawn or Denouement? (State Street)

Why Japanese Bond Yields Are Rising and the Yen Is Falling (Invesco)

Global Fixed Income Strategy Report Nov-Dec 2025 (Invesco)

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ALL TIME

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

Macro Pulse: Turning Leaves, Turning Points (New York Life Investments)

Macro Insights Chartbook Q4: Tariffs, Sentiment, Inflation (Fisher Investments)

Weak Dollar, Strong EM (Invesco)

Exceptions to U.S. Exceptionalism (State Street)

Global Fixed Income Strategy: March 2025 (Invesco)

U.S., Global, and Emerging Markets Outlook (Fisher Investments)

Emerging Market Debt: Local or Hard Currency? (Robeco)

Currency Hedging in a Fragmenting World (Fidelity International)

Global Investment Views - September 2025 (Amundi)

The Buck Stops Where? FX Risk-Proofing for the Long Term (State Street)

Lets Get Fiscal – The Need for Stronger U.S. Fiscal Policy (BNP Paribas AM)

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Savvy Investor

Insights you might have missed last week

Auto credit, circumventing tariffs, and manufacturingExplore this selection of high-quality…

Savvy Investor

Insights you might have missed last week

Explore some of the highest quality insight collected from top asset managers and institutions that…

Savvy Investor

CIO reading list: May 2025

May has continued to be an interesting and eventful month for investors...