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Emerging markets: From underdogs to outperformers
Emerging markets: From underdogs to outperformers
Are the conditions for an EM super‑cycle re‑emerging?
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Why investors need to tread a fine line in 2026
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are...
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Will 2026 be China's year?
Will 2026 be China's year?
Where are the opportunities in the world’s second-largest economy?
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Why 2026 could favour active bond strategies
Why 2026 could favour active bond strategies
Julien Houdain and Lisa Hornby examine central bank policy divergence, inflation risks, valuation dynamics...
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Private assets: Owning change in a transforming world
Private assets: Owning change in a transforming world
Where do the long-term opportunities for private capital lie?
Professional Investors
Beyond the mega-caps: Opportunities in global equities
Beyond the mega-caps: Opportunities in global equities
Columbia Threadneedle Investments maintain a constructive outlook for equities, with a broadening of...
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Fiscal expansion to propel US economy in multispeed world
Fiscal expansion to propel US economy in multispeed world
US economy expected to outperform in 2026, but other regions may lag as tariffs weigh on manufacturing....
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Professional Investors
Sticky, not scary: Why investors shouldn't fear inflation
Sticky, not scary: Why investors shouldn't fear inflation
Liam O’Donnell, who leads the Artemis fixed income team's strategy on macro and rates, believes sticky...
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2026: A year for optimism – not complacency
2026: A year for optimism – not complacency
Exciting opportunities exist, but global tensions and market risks remain…
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Is a total portfolio approach the answer to market uncertainty?
Is a total portfolio approach the answer to market uncertainty?
How does it differ from a strategic asset allocation framework?
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Professional Investors
AI acceleration drives huge infrastructure demand
AI acceleration drives huge infrastructure demand
Amid economic and global uncertainty, the need for infrastructure investment remains.
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Professional Investors
Falling rates, tight credit: Fixed income in 2026
Falling rates, tight credit: Fixed income in 2026
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires...
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