3/08/2026 Fed on hold, markets in action The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
31/07/2026 Cross Asset Research Cross Asset Investment Strategy - July 2026 Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.
31/07/2026 Economy & Markets Growing hopes for an industrial renaissance in Germany This article assesses Germany’s industrial renaissance, showing how 34 reforms, infrastructure spending and confidence effects could lift investment,...
31/07/2026 Equity German reforms: what do they mean for European equities? This article explains how German reforms could influence European equities through earnings revisions, ERP moves and selective winners across domestic...
28/07/2026 Investment Views Global Investment Views - August 2026 This GIV elaborates on the uncertain geopolitical backdrop, the movements in energy prices, and our economic scenario and investment convictions.
27/07/2026 Refined products stay tight Prices of refined petroleum products, such as gasoline, stay elevated relative to crude oil.
23/07/2026 Real & Alternative Assets Hedge Fund Outlook H2 2026 The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win
20/07/2026 Rotations are playing out The start of earnings season has been accompanied by greater dispersion in performance across and within sectors
13/07/2026 Tensions flare amid fragile ceasefire Tensions flared in the Strait of Hormuz as Iran attacked passing ships. The US responded with airstrikes.
10/07/2026 Geopolitics Investing in a ‘Low Trust’ World How geopolitics is changing the investment playbook in a new global order where trust among countries is rapidly eroding.
8/07/2026 Retirement Pension Funds Letter 27 - An Age of Empires: Retirement inve... Review the takeaways from Amundi’s World Investment Forum on retirement pressures, shifting alliances and climate finance, while extending the analysis...
8/07/2026 Retirement Pension trends in Asia: Beyond Accumulation Assess retirement readiness across five Asian markets by measuring coverage gaps, personal pension growth, decumulation needs and digital engagement as...
8/07/2026 Retirement Retirement takes centre stage: designing portfolios for long... Support long-term retirement outcomes with pension funds solutions that balance income, purchasing power and diversification, while aligning portfolios...
8/07/2026 Fixed Income & FX A European drive to develop emerging green bond markets Structure diversified access to green bond markets in low- and middle-income countries via GGBI, combining European backing, investment-grade notes and...
8/07/2026 Portfolio Strategy Portfolio construction in an inflationary era Rebuild allocations for an inflationary era by widening diversification beyond duration, integrating selective risk assets private assets, commodities...