CIO reading list, January 2026: Is the current market investable?

CIOs are navigating an emerging new world order

CIOs everywhere are asking themselves one question: Where are the opportunities right now? To answer this, new ways of looking at the market landscape are required. We invite you to explore practical insights from Blackstone, Deutsche Bank, and more.

For CIOs

2026 Outlook: Navigating the Real Estate Resurgence (Nuveen)

Global real estate values have been consistently nudging higher since the end of 2024, after having reset 16.2% from peak to trough. Will this trend continue in 2026?

Value Investing: Quality Matters (Jennison Associates)

For compliance reasons, this paper is only accessible in certain geographies

The authors of this paper found that quality companies typically have solid profitability, stable and growing earnings that create high free cash flow, and strong balance sheets.

Turning Indicators into Intelligence: Data Explained (State Street)

Investors are increasingly adopting private sources of economic data as a complement to official government data releases, which are often issued with significant lags.

AI and the Global Economy: Into the Great Wide Open (Manulife IM)

For compliance reasons, this paper is only accessible in certain geographies

AI could have multiple profound impacts on the global economy, but many questions remain unanswered.

Executive Summary: 2025 Year-End Review & 2026 Outlook (Fisher Investments)

For compliance reasons, this paper is only accessible in certain geographies

A late-year rally brought global stocks’ returns near all-time highs. Numerous countries set new records as years of U.S. dominance gave way to non-U.S. outperformance.

High Public Debt in Historical Perspective in Four Parts (LuminArx)

Have federal deficits become too large? Is the national debt out of control? This in-depth, four-part series of reports provides convincing answers.

2026 Is the Year of the Stock Picker? (S&P Dow Jones Indices)

Data shows that if active managers were underweight the largest stocks, then they were more likely to underperform.

Industry Outlook 2026 (Magellan Advisory Partners)

Alternatives are expected to dominate distribution pipelines in 2026, accounting for just over half of anticipated demand, driven primarily by private credit and infrastructure.

If the USD Loses Reserve Status, Could Gold Surpass $39k (Van Eck)

What if gold replaced the U.S. dollar as the reserve standard? Can this shift really happen?

From CIOs

The Affordability Conundrum (Rockefeller Global Family Office)

Looking ahead to 2026, the economy appears poised to benefit from greater fiscal stimulus, a rebound in non-AI business investment, and an ongoing easing bias from the Fed.

The Silver Surge (Standard Chartered)

Silver has gained approximately 171% since the start of 2025, with the rally accelerating in December. Will this trend continue?

Risk Event in Venezuela: No Shift in Our Market Outlook (Deutsche Bank)

In the medium term, Venezuela could emerge as a key regional oil producer, exerting downside pressure on prices.

Year Ahead 2026: The Bull Powers On (Merrill)

The current investment landscape calls for disciplined diversification. Here is what allocators must know.

Truth (Myrmikan Capital)

The discount system died along with the gold standard in World War I. Since then, a lot of chances have undermined the current system.

2026 Investment Perspectives (Blackstone)

What are the forces that will likely shape markets in 2026?