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
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...
2026-01-28
BlackRock/iShares
Bond Supply and Tariff Limits Reinforce a Selective Risk-On Stance
BlackRock Investment Institute’s weekly commentary by Jean Boivin, Wei Li, Ben Powell and Michel Dilmanian assesses how market volatility is being tempered by economic constraints and rising leverage.
Renewed US tariff threats briefly...
2026-01-26
Edmond de Rothschild
Market flash: the taco trade is deja vu for markets
Edmond de Rothschild AM’s Market Flash (23 Jan 2026) summarises how Greenland-linked tariff threats and Davos messaging shifted global risk sentiment.
Trump floated +10% tariffs from 1 Feb on EU countries involved in Greenland exercise...
2026-01-26
Columbia Threadneedle
Fixed-Income Monitor: January 2026
Columbia Threadneedle’s Fixed-Income Monitor, led by Samantha Parsons and the firm’s fixed-income team, consolidates key market signals to guide sector positioning in January 2026.
The Fed cut 25bp in December, taking rates to 3....
2026-01-26
BMO Global Asset Management
How we voted: a recap of the 2025 proxy season
BMO Global Asset Management reviews the 2025 proxy season, highlighting shifting voting patterns on climate proposals, executive pay and shareholder rights across major markets.
Support for climate-related proposals softened, with investors...
2026-01-26
WisdomTree
Whatʼs Hot: What if Greenland risks were to re escalate?
Nitesh Shah (Head of Commodities & Macroeconomic Research, WisdomTree Europe) outlines why Greenland de-escalation may be a pause—not a resolution—and what renewed pressure tactics could mean for portfolios.
Markets are prici...
2026-01-26
Legal & General Investment Management
Unconstrained strategies: keeping an eye on AI
L&G’s Matthew Rees, Enda Mulry, Amélie Chowna and John Daly outline how unconstrained bond investors can navigate a looming wave of AI-linked issuance and its spread implications.
Hyperscalers could spend ~$7tn in AI capex b...
2026-01-23
Candriam
Geopolitical fragmentation: Investing in a multipolar world
Candriam’s Megatrends Series paper by Ken Van Weyenberg and Johan Van Der Biest explains how US-led globalisation is giving way to lasting fragmentation reshaping growth, supply chains and sector leadership.
30%+ of global trade could...
