Amundi Asset Managers
Strong Earnings Keep Markets Supported
Amundi’s latest Weekly Market Directions points to a surprisingly resilient earnings backdrop. With around 80% of S&P 500 companies reporting, Q2 blended earnings growth is running at ~52% YoY, while more than 80% of reportin...
2026-08-13
2026-08-13
DWS
DWS Turns More Constructive on Technology
DWS argues that July’s sharp correction in technology — particularly semiconductors — may have created a more attractive entry point. Despite the volatility, it upgraded the technology sector and software & services, arguing tha...
2026-08-13
Morgan Stanley
The AI Trade May Be Narrower Than It Looks
Morgan Stanley Investment Management argues that the extraordinary AI rally is creating a market increasingly dominated by a small group of stocks — but that the real opportunity may lie beyond the obvious winners.
Semiconductors and hard...
2026-08-12
Van Lanschot Kempen
AI’s Trillion-Dollar Buildout Is Becoming a Credit Story
Van Lanschot Kempen examines whether the economics of AI can justify an infrastructure investment cycle approaching $1.1 trillion by 2027.
Power is emerging as the key constraint, with data centres potentially consuming 9–...
2026-08-12
Blue Bay Asset Management
Europe’s Distress Creates a Growing Special-Situations Opportunity
RBC BlueBay argues that Europe’s middle-market is becoming an increasingly fertile hunting ground as refinancing pressure, weak growth and limited financing options create opportunities for special-situations investors.
European mid...
2026-08-12
Janus Henderson
China’s AI Investment Is Shifting From Chips to Infrastructure
Victoria Mio highlights four investment themes from WAIC 2026, arguing that China's AI ecosystem is moving toward system-level computing, industrial deployment and infrastructure rather than simply competing on individual models.
Chin...
2026-08-11
Nuveen
High Yield Is Offering Income Few Asset Classes Can Match
Nuveen's CIO Weekly Commentary argues that while weak U.S. jobs data have reduced the importance of employment for Federal Reserve policy, attractive yields and improving fundamentals continue to support high-yield corporate bonds. ...
2026-08-11
Northern Trust
Japan's Return to Inflation Is Changing Global Markets
Northern Trust's Weekly Economic Commentary argues that Japan is entering a fundamentally different economic era, with the return of inflation, higher interest rates and policy normalization carrying implications far beyond its borders....
2026-08-11
NatWest Group
The UK Economy Is Quietly Regaining Momentum
NatWest's Regaining Momentum argues that the UK economy has remained more resilient than expected, with improving business activity, easing supply chain pressures and early signs that AI is supporting productivity without disrupting the...
2026-08-10
ING Bank
Weak US Jobs Data Shifts the Fed Outlook
ING's Surprise US Job Weakness Casts Serious Doubt on Fed Rate Hikes argues that July's unexpectedly weak labour market report has significantly reduced the likelihood of further Federal Reserve tightening, although upcoming inflati...
