2026 Annual Investment Outlook
We believe the market can continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
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Private credit Unlocking European upper middle market opportunities
We believe Europe’s upper middle market is a compelling private credit opportunity for institutional investors. Learn how combining direct lending and syndicated loans may deliver compelling yield, liquidity, and diversification.
February 20, 2026
Fixed Income Global Fixed Income Strategy Monthly Report
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environments.
February 16, 2026
Markets and Economy Value versus growth: Is it time for value?
Value investing is expected to enjoy a renaissance as the decades-long downtrend in bond yields is finally over. Find out more.
January 6, 2026
Investment Outlook Fixed Income: A strong case for bonds
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
December 1, 2025
Investment Outlook Real estate: Navigating short-term volatility with long-term assets
To optimise income yield and growth, we look for opportunities that are supported by long-term structural demand drivers, or where active management can enhance cash flows.
December 1, 2025
Investment Outlook Equities: A growing case for diversification
While 2025 brought uncertainty, the aftermath also brings new opportunities for the year ahead. Our experts discuss the potential this new landscape may bring in 2026.
December 1, 2025
Investment Outlook Private credit: Attractive risk-adjusted return potential in the new year
The private credit market delivered strong returns in 2025. Can investors expect the same in 2026? Our experts discuss where they’re seeing potential for compelling risk-adjusted returns.
December 1, 2025
Asset allocation Quarterly Global Asset Allocation 2026 Outlook
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
November 19, 2025
ETC ETF Snapshot: Summer break 2025 – it’s been a hot one!
European ETF flows in July and August saw inflows of US$30.8bn and US$31.6bn, respectively, the strongest two-month run since February.
September 9, 2025
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