Capital Group
Markets Broaden as Policy Eases, Valuations Test Discipline
This report, produced by Capital Group’s investment and economics teams, outlines a long-term outlook for global markets heading into 2026, balancing opportunity against elevated risk.
Global growth shows resilience as easing mon...
2026-01-05
2026-01-05
GMO
Artificially Inflated
The featured report from GMO’s Asset Allocation team examines how AI enthusiasm is distorting equity valuations and challenging disciplined investment frameworks.
Over 30% of U.S. market capitalization now trades above 10&ti...
2026-01-05
Van Lanschot Kempen
Value’s Quiet Return as Growth Dominance Ages
Produced by Van Lanschot Kempen Investment Management, this paper outlines a pragmatic case for re-introducing value investing as markets grow more uneven and growth-heavy portfolios face rising sensitivity to sentiment shifts.
Value i...
2026-01-05
Janus Henderson
Japan’s Digital Lag Is Becoming an Investor Opportunity
Based on field research by Janus Henderson’s Global Sustainable Equities team, the paper argues that Japan’s delayed digital adoption is now translating into a long, investable transformation cycle.
Many Japanese corporates...
2025-12-24
Amundi Asset Managers
Balance Returns to the Center in 2026
Capital Group’s 2026 Outlook sets out a shift from narrow leadership toward a more balanced market, supported by easing policy, resilient global growth and improving earnings visibility.
Policy clarity and stimulus across the U.S...
2025-12-24
Nuveen
Dividend Growth Offers Ballast as the Cycle Softens
Nuveen’s CIO Weekly Commentary, authored by Saira Malik on behalf of the Global Investment Committee, assesses late-cycle signals and portfolio resilience as markets head into 2026.
U.S. labor data point to cooling momentum, with...
2025-12-24
WisdomTree
Owning the Pipes Becomes the Edge in the Digital Economy
WisdomTree’s research team examines how telecommunications infrastructure is emerging as a durable compounding asset as data demand, AI and connectivity converge.
Mobile towers benefit from layered economics: once built, incremen...
2025-12-22
Robeco
A Synchronized Late-Cycle Upswing Faces Tight Policy Boundaries
Robeco’s 2026 outlook maps a fleeting window where easing trade tensions, fiscal impulse and nascent productivity gains align into a rare cross-economy expansion.
Global growth broadens as U.S. consumption holds, Europe re-accele...
2025-12-22
Janus Henderson
Japan’s Digital Catch-Up Creates a Multi-Year Investment Runway
Janus Henderson’s latest field research highlights how chronic underinvestment, legacy systems and demographic pressures are accelerating Japan’s push toward digitalisation.
Corporates remain years behind Western peers, dri...
2025-12-22
Capital Group
Balance Returns to the Center in 2026
Capital Group’s 2026 Outlook sets out a shift from narrow leadership toward a more balanced market, supported by easing policy, resilient global growth and improving earnings visibility.
Policy clarity and stimulus across the U.S...
