Rethinking Rates, Inflation and Duration (PIMCO)
Bond markets have been transformed by a generational reset in yields, creating a very different backdrop for…
Global Economic Outlook
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Mid-year Investment Outlook 2026 (Amundi)
The global economy is at an inflection point. The authors see growth slowing unevenly and fiscal policy becoming a…
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The Growing Role of Capex in Inflation Dynamics (Principal Asset Management)
Last week’s inflation report, and expectations of a U.S.-Iran agreement, have eased inflation concerns. However,…
Global Investment Views - July 2026 (Amundi)
This GIV elaborates on the fragile de-escalation in the Middle East crisis, the faltering momentum in AI, and our…
