Markets Outlook

Lead Content

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…

3 Contrarian Investment Ideas for 2026 (Morningstar Indexes)

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

Latest posts

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…

HIGHLY RATED

TOP RECENT POSTS

Beyond the AI bubble narrative (Special Report)

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

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

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

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

2026 Key Themes (MFS)

Four Reasons the AI Boom May Not Bust (MFS)

Global Asset Allocation Insights - December 2025 (Fidelity International)

Global Asset Allocation Insights - December 2025 (Fidelity International)

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

Gold ETF Flows: November 2025 (World Gold Council)

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)

view more

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)

view more

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-…