Allianz Global Investors
China’s Growth Engine Still Runs on Exports and Investment
AllianzGI argues China’s 2026 outlook remains resilient, but growth is still powered by manufacturing, exports and state-backed investment rather than household consumption.
AllianzGI expects 4.8% GDP growth in 2026, versu...
2026-04-30
2026-04-30
BlackRock/iShares
Persistent Inflation Leaves Central Banks Trapped
BlackRock says inflation pressures were already entrenched before the Middle East supply shock, leaving policymakers with little room to support growth.
Markets have rapidly priced out U.S. rate cuts in 2026 as energy and input costs rise...
2026-04-30
Van Lanschot Kempen
Farmland’s Inflation Hedge Is Uneven—but Real
Kempen argues the shift toward structurally higher inflation strengthens the long-term case for farmland, even if short-term operating pressures can be painful.
Near term, margins can be squeezed by higher energy, fertiliser and labo...
2026-04-30
Legal & General Investment Management
Adapting to Uncertainty: L&G Stays Pro-Risk but More Selective
Legal & General’s Q2 2026 outlook argues investors should adapt to a world of persistent geopolitical and inflation shocks, favouring equities while becoming more cautious on credit and duration.
L&G upgraded equities t...
2026-04-29
Schroders
The $1 Trillion Hunt for UK Biotech
Schroders says a looming pharmaceutical patent cliff and scarce venture capital are creating a potentially major opportunity in UK biotech.
Big Pharma faces $67 billion in projected patent-expiry revenue losses by 2029.
The in...
2026-04-29
Nuveen
High Yield Bonds: The Quiet Winner in a Noisy Market
Nuveen argues that while investors focus on equities and geopolitics, U.S. high yield credit offers an overlooked mix of income, improving quality, and limited AI disruption risk.
U.S. high yield returned +1.30% YTD through 21 A...
2026-04-29
Northern Trust
The Gulf’s Old Model Is Under Strain
Northern Trust argues the Iran conflict may force Gulf states to rethink long-term economic strategies built on oil revenues, currency pegs, and stable capital inflows.
Several GCC nations were already scaling back Vision 2030-style ambit...
2026-04-29
NatWest Group
Decision Time: The Bank of England Faces a Split Screen Economy
NatWest argues this week’s Bank of England meeting is finely balanced: inflation pressures have revived, but the real economy is losing momentum underneath the surface.
UK CPI rose to 3.3% y/y in March, driven mainly by en...
2026-04-25
WisdomTree
Bitcoin vs Gold: Relative Value Says Crypto Is Cheap
WisdomTree’s latest digital assets note argues that Bitcoin is not best viewed in isolation, but as a monetary asset relative to gold—and on that basis it screens materially undervalued.
WisdomTree’s Bitcoin-in-Gold mode...
2026-04-24
BlackRock/iShares
AI’s Spending Cycle Is Accelerating
BlackRock Investment Institute says the AI buildout is evolving into a “supercharged mega force,” with stronger revenues and rising capex reinforcing a pro-risk stance on equities.
Consensus estimates for hyperscaler capex fro...
