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Institutional Investors
Amundi: Global Investment Views - July 2026
Central banks take a hawkish turn
Amundi's latest Global Investment Views elaborates on the thoughts, convictions and outlook of its global...
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Institutional Investors
Quarterly Review: Big Gains, Bigger Questions
Markets rallied hard in Q2 — can the momentum last?
Allspring's John Campbell explains why smart diversification matters more than ever heading into Q3....
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Institutional Investors
Could 'Super El Niño' Scorch AI Too?
This year's 'Super El Niño' could hit more than just crops
Why climate volatility deserves a place on trustees' risk radar, not just headline inflation.
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Institutional Investors
Better times ahead? Assessing Germany's new macro reforms
Germany's reform package: what it means for pension schemes
A look at Berlin's pension, labour and fiscal reforms - and why they matter for fixed income allocations....
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Professional Investors
How to Invest Smarter in the Race for Electrification
Why the global power transition still offers equity opportunities
AllianceBernstein sets out the case for selectivity across renewables, grid infrastructure and electrification...
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Professional Investors
Why Quality Stocks Still Matter in Today's Market
Do quality stocks still matter in today’s market?
After several years of lagging market leadership, quality-oriented equities may offer an attractive entry...
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Professional Investors
Hyperscalers: A scramble to raise capital
Hyperscalers are reshaping corporate bond markets to fund AI infrastructure
Giant tech companies are increasingly turning to international markets as they look to finance trillions...
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Professional Investors
From geopolitical shocks to structural repricing
How geopolitical shifts are driving structural repricing across asset classes
As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors...
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Professional Investors
Natural Gas – growing source of global energy and uncertainty
Natural Gas: A growing source of global energy and uncertainty
Despite the declining use of coal and, over the longer term, oil, natural gas continues to play a significant...
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Professional Investors
Midyear Review: From Spring Slump to Summer Surge
From spring slump to summer surge
The US market struck fresh highs near the year’s midway point, rallying after taking a downward turn...
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Professional Investors
Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
Global growth expected to slow to 2.5%, says Allianz
As the Middle East conflict de-escalates – despite temporary flare-ups – Allianz expects a mild slowdown...
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Professional Investors
Geopolitical fragmentation raises risk premium
Fragmentation premium: Markets recalibrate for a divided world
As efficiency gives way to security, investors face a steeper cost for geopolitical risk
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