All Global articles – Page 19
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White papers2026: The case for diversification remains strong
Market concentration risks stay elevated, strengthening the case for diversified portfolios in 2026.
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White papersCleared for Takeoff: A New Flight Path for Real Estate - 2026 Global Investment Outlook
After years of ongoing turbulence punctuated by repricing, interest rate fluctuations, and recalibrations, the global commercial real estate sector appears to have found a stable altitude—and is now primed to begin its next ascent.
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White papersHow to thrive amid a confluence of generational shifts
If we look back at equities over recent history, markets have tended to move in decadal mega cycles, where one major ‘theme’ has dominated returns.
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PodcastRotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie.
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VideoInvestment outlook – Handling the shifting investment landscape
What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour market but sticky inflation?
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White papersNeuberger Berman’s 2026 Capital Market Assumptions
After a volatile yet resilient year for markets, we look to 2026 with cautious optimism that the worst of the global trade and policy uncertainty has passed, leaving a more supportive, if still dynamic, backdrop for economic growth and risk assets.
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White papersWhen credit demand follows supply
Corporate issuers are increasingly traversing the global credit markets to optimize their funding strategy. Investors should adopt the same mindset, argue David Mechlin and Eileen Liu.
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VideoThe 2026 Global Equity Playbook
Nelson Yu, our Head of Equities, discusses key strategies to help investors address the challenges that lie ahead.
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White papersEquity Outlook 2026: Mapping a New Spectrum of Return Drivers
Our playbook for 2026 aims to address real risks by expanding allocations in new directions.
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White papersLooking ahead after an exceptional 2025
2025 was an outstanding year for market performance, with 90% of the 30 main asset classes we track posting positive returns — exceeding historical averages for the third consecutive year.
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White papersEmbracing alternatives in a supply-driven world
Evan Brown and Ray Fuller explore how alternatives can help reinforce portfolios, manage risk and capture returns in this new world order.
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White papers2025 recap: Strong performance despite tariffs and AI concerns
Markets delivered solid returns in 2025, overcoming geopolitical pressures and valuation worries around AI.
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VideoThe 2026 Global Fixed-Income Playbook
Scott DiMaggio, AB’s Head of Fixed Income, urges investors to embrace balance and flexibility.
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White papersGlobal SMID Equity Engagement*, Q4 2025 case study: Credicorp
Our Global SMID Equity Engagement Q4 2025 case study looks at Credicorp, Peru’s leading financial group, and the vital role it plays in promoting financial inclusion in the country.
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White papers2026 Market Outlook
Market Fundamentals and Capital Trends: 2025 Global growth at 3.2%, Korea at 1.0%. US tariff agreements, export strength, fiscal policy to support GDP growth upward revision.
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White papersGlobal Investment Views - January 2026
Central banks easing into a thus-far resilient economy
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White papersQ4 2025 Short Duration Commentary
MetLife Investment Management’s Q4 2025 Short Duration Quarterly Commentary recaps 2025 and shares insights into opportunities and risks for 2026.
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White papersQ4 2025 Emerging Markets Debt Review and Outlook
Emerging markets debt (EMD) delivered strong performance during the fourth quarter (Q4) of 2025, supported by a favorable global macroeconomic backdrop, easing U.S. monetary conditions and renewed investor demand for higher-yielding fixed income assets. Declining global interest rates, U.S. dollar weakness and supportive commodity dynamics were specifically beneficial for EM assets, supporting robust total returns across both hard and local currency spaces.
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White papersInfrastructure Outlook: Accelerating Growth, Embedded Resilience
As the definition of infrastructure expands, supportive financial conditions and powerful secular trends are setting the stage for sustained growth. Learn more in Brookfield’s 2026 Infrastructure Outlook, featuring insights from Infrastructure CEO Sam Pollock.
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White papersReal Estate Outlook: Investing Through the Next Cycle
The real estate recovery is underway, with opportunities across key sectors—housing, logistics, data centers and hospitality—and an active credit market supporting a rise in transactions. Learn more in Brookfield’s 2026 Real Estate Outlook, featuring insights from Real Estate CEO Lowell Baron.
