Q1 2026 Outlook: Visibility Means Risk On
Entering 2026, clearer fiscal and monetary signals support a more risk-on outlook, as AI, private...
Macroeconomics
Weekly House View | A Spirit of Dialogue at Davos
The CIO’s view of the week ahead. The week in review Last week saw geopolitical tensions rise as US President Donald Trump threatened to apply...
VanEck
Q1 2026 Outlook: Visibility Means Risk On
Entering 2026, clearer fiscal and monetary signals support a more risk-on outlook, as AI, private credit, gold, India and crypto reset into more compelling opportunities.Key Takeaways:Improving fiscal discipline and a...
- Fewer Fiscal and Monetary Surprises Ahead
- AI Bubble Has Popped, Creating Good Setup
- BDCs Back in Focus
- Gold: A Global Monetary Asset
- Opportunities in India and Crypto
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Silver: At the Intersection of Megatrends
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China’s Persistent Deflation Constrains Market Broadening
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High Yield Chat with Principal Global Investors
DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst
How to Find a Special Situation Investment...
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The week in review US jobs growth slowed more than expected in December,...
Season 8, Post 2: Robo(taxi) wars
“When machines begin to understand, reason and act in the real world… the...
A Brief Reprieve
Investors had a brief reprieve from geopolitical surprises at the end of December,...
Bond Navigators: Beware the Narrative
In a recent meeting I was asked if I was still positive about...
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Fixed Income Masterclass Lunch
Geneva | 10th March 2026
This lunch event will bring together leading fixed income experts, portfolio managers, and...
Hôtel Métropole Genève
Fixed Income Masterclass Lunch
Zurich | 11th March 2026
This lunch event will bring together leading fixed income experts, portfolio managers, and...
Mandarin Oriental Savoy, Zurich
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Market Update on Developments in Venezuela
The weekend’s operation in Venezuela and the capture of Maduro...
Commodities Tracker – January Edition
This commentary covers the key takeaways for the listed commodities....
The New Asian Tigers: At the Heart of the Artificial...
Following a recent research trip to Taiwan and South Korea,...
Carmignac Portfolio Tech Solutions: A Fund that Represents a Long-Term...
How to assess our approach to technology sector equities since...
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Charting a Course Through the Changing Responsible Investment Landscape
How understanding market dynamics and research led insights help us guide clients through a fast-evolving responsible investment environment. At glance...
The LDI Curriculum: 3 Lessons You Can’t Skip This Autumn
This summer, UK gilt markets have outwardly been remarkably calm. Ten-year gilts have traded within a narrow range, defying the...
Nordea Exceeds EUR 200bn in Sustainable Financing
Our latest financial figures reveal a significant milestone: we have achieved one of our key sustainability targets six months ahead...
Why Utilities Should Benefit from the Rising Global Demand for Electricity
The world’s need for more power presents significant growth opportunities for utility companies and related sectors. Key Takeaways Global electricity...