All Global articles
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White papersTwin-tracks persist in 2026 vote season
US regulatory changes led to proposals being withdrawn, negotiated, or excluded rather than going to a vote, sustaining the low volumes seen in 2025. But in Europe, investor focus remained on climate and board composition. By Dana Barnes and Elissa El Moufti.
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White papersWhy isn’t headline risk translating into market movements?
What explains the divergence between volatility metrics and the significant geopolitical uncertainty?
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White papersFour for fixed income: The themes driving bond markets
Many investors entered 2026 expecting slower growth, cooling inflation, and eventual Federal Reserve rate cuts. Instead, markets have faced a more complicated reality, with geopolitical tensions rising, oil prices moving higher, rates backing up, and investors pricing a meaningful probability of additional Fed tightening. Yet the U.S. economy remains resilient, inflation has generally improved, and productivity gains driven by technology and AI continue to support growth.
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VideoGlobal REITs Update – Q2 2026
In our video update for the 2nd quarter of the 2026 calendar year, Chief Investment Officer, Andrew Parsons covers key developments in the Global REIT sector and market insights.
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WebinarWebinar: Opportunities in global equities
As market leadership broadens beyond the US, portfolio managers Lisa Thompson and Diana Wagner discuss investment opportunities emerging across global equities.
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White papersThe quiet outperformer: A compelling case for Global USD Sukuk
By Syed Haziq Zikri Syed Danial, Head of Sukuk and Portfolio Manager, Emerging Markets Fixed Income, and Fu Yu, Investment Specialist, Emerging Market Fixed Income
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White papersEnergy Beyond the Crisis: Seven Themes to Watch
Energy security, restocking and new investment are key trends to watch coming out of the Iran conflict.
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White papersGlobal Investment Views - August 2026
July saw tensions flare once again in the Middle East. Markets questioned the feasibility of returning to a ceasefire, pushing Brent oil prices back towards $100. Previously, prices had fallen to pre-war levels due to effective rerouting efforts and a reassessment of supply risks.
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White papersMulti-Asset Investments Views: You spin me round
The re-escalation of Middle East hostilities has effectively buried the Memorandum of Understanding between the US and Iran.
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VideoWebinar Replay: Asset Allocation Outlook 3Q 2026
With real rates driving markets and AI’s investment reach expanding into power, industrials, and real assets, where are the best opportunities across equities, fixed income, and alternatives?
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White papersPositioning portfolios for the next world order
The global operating system is being re-wired. Strategic rivalry is back, self-interest is back, and the institutions built to manage a more cooperative world are visibly straining. None of this is sudden. The pressures have been building since the Global Financial Crisis, but their impact on markets is becoming harder to ignore. For investors, the result is a more fragmented, policy-driven world in which outcomes are more uneven and less predictable, and in which resilience matters more than ever.
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White papersThe Global Energy Transition: Three Themes for Investors
Despite policy headwinds and a challenging economic outlook, the energy transition is advancing globally. Total investment globally grew 8% in 2025 to reach a record $2.3 trillion. Behind the headline number, however, the transition is progressing in complex and uneven ways across sectors and geographies.
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PodcastGlobal equities: Earnings expectations remain strong
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software’.
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White papersAt AI’s Edge: Precision Hardware Is Moving From Data Centers To Devices
As the AI rollout shifts from training large language models in the cloud to orchestrating armies of agents on local devices, hardware makers are racing to upgrade their components to meet rising computational demand.
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White papersSix Themes Redefining the Corporate Hybrid Market
The corporate hybrid market has gone global, with issuance hitting €108 billion in 2025. Six forces are reshaping what this asset class is, who issues it, and how investors should approach it.
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White papersFixed Income Outlook 3Q 2026: Looking to the Data When Visibility Is Low
Diverging economic growth and less visibility on policy are creating opportunities in fixed income rates and credit.
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White papersGlobal Fixed Income Outlook Q3 2026 – Bonds keep calm and carry on
Having delivered solid returns in the face of an energy shock and major geopolitical tension, global bond markets look potentially well set going into the third quarter.
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White papersEmerging Market Debt: Established resilience
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro High Yield, Sovereign Bonds and US Agency Mortgage-Backed Securities.
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White papersGlobal Sovereign Bonds: Watching the new Fed Chair
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro High Yield, Sovereign Bonds and US Agency Mortgage-Backed Securities.
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PodcastETF inflows: Heading for a record high?
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS* ETF beyond €3 trillion for the first time. While dominated by equities, inflows into bond ETFs were also significant, reaching the €30 billion threshold for the first time.
