25/08/2026 Podcasts Outerblue Talks Research - The Lifecycle Remix - How the Gli... How the glide path helps portfolios adapt over time by balancing human capital and financial capital, and why broader diversification matters when stock-bond...
19/08/2026 Capital Market Assumptions Asset Class Returns Forecasts H2 2026 H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.
17/08/2026 Invitation | Going the Distance: Market Perspectives Beyond ... Join us on Thursday, 3 September 2026! Our experts will examine the major developments shaping 2026 and explore the scenarios most likely to define global...
10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
5/08/2026 Machine Learning & Artificial Intelligence Agentic AI for Financial Applications: A Comprehensive Surve... Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its financial applications and risks.
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 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...
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 Cross Asset Research Cross Asset Investment Strategy - July - August 2026 Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.
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.