BMO Global Asset Management
Commodities: A strategic shield against new-regime risks
This report, authored by Daniel Stanley, CFA, of BMO Global Asset Management, evaluates the renewed strategic role of commodities amid shifting macroeconomic conditions
Persistent inflation, geopolitical fragmentation, and climate volatility...
2026-01-30
2026-01-30
Pimco
Commodities: A strategic shield against new-regime risks
This report by Tiffany Wilding of PIMCO assesses the Federal Reserve’s January policy decision and its implications for the U.S. macro outlook
The Fed held rates at 3.5%–3.75% after 75 bps of prior cuts, signaling openness to furthe...
2026-01-30
Franklin Templeton Investments
Global Economic Outlook
This report from Michael Hasenstab, Ph.D., and the Templeton Global Macro team assesses the global economic outlook for Q1 2026 amid heightened policy and geopolitical uncertainty.
Global growth is projected at 3.3% in 2026, with emerging ma...
2026-01-30
Blue Bay Asset Management
China – still the Yuan?
This report by Richard Farrell and James Bateson of RBC BlueBay Asset Management assesses China’s equity landscape following on-the-ground research across key regions
Persistent deflation, excess capacity, and a weak property market co...
2026-01-29
BMO Global Asset Management
Staying allocated while safeguarding gains: Three approaches
BMO Global Asset Management’s The Vault – Winter 2026, authored by Mark Webster, outlines practical ways investors can dampen portfolio volatility without abandoning equity exposure after strong market gains.
Elevated US equity c...
2026-01-29
Allianz Global Investors
EU-India trade deal: a sign of shifting global trade winds?
Allianz Global Investors’ January 2026 analysis by Christian Schulz and Anand Gupta evaluates the EU–India free trade agreement as a marker of changing trade dynamics amid weakening multilateral frameworks.
The agreement would re...
2026-01-29
MFS Investment Management
The AI Revolution and the Future of Growth Investing
An MFS Market Insights note features Brad Mak, Growth Portfolio Manager, outlining how the AI build-out is reshaping growth investing across sectors and time horizons.
Hyperscalers are driving the cycle, with AI CapEx nearing $400bn in 2025...
2026-01-28
Allianz Global Investors
Is deglobalisation the answer to volatility for infrastructure investors?
Allianz Global Investors’ January 2026 commentary by Marta Perez (CIO Infrastructure) explains how deglobalisation is reshaping infrastructure priorities as governments pivot toward resilience and self-reliance.
A “fourth D&rdquo...
2026-01-28
Amundi Asset Managers
Markets content with a 'not too cold' economy
Amundi Investment Institute’s Global Investment Views (February 2026), led by Vincent Mortier, Monica Defend and Philippe d’Orgeval, sets out cross-asset convictions amid resilient growth, easing inflation and rising geopolitical noise....
2026-01-28
State Street Investment Management
US Consumer Buffer Thins as Global Rate Paths Diverge
State Street Investment Management’s Weekly Economic Perspectives (Simona Mocuta, Amy Le and Krishna Bhimavarapu) highlights where macro risks are shifting as 2026 begins.
The US personal saving rate fell to 3.5% (three-year low), sign...
