Northern Trust
Housing Strains, Asian Frictions and the Rise of Prediction Markets
Northern Trust’s weekly commentary examines three pressure points shaping 2026: U.S. housing affordability, China-Japan trade tensions, and the growing signal from prediction markets
U.S. housing remains constrained by low turnov...
2026-02-16
2026-02-16
DWS
“Rational Exuberance” Sets the Tone for 2026
DWS CIO Vincenzo Vedda’s Q4 2025 outlook argues that resilient growth, moderating inflation and rate cuts create a constructive backdrop for risk assets in 2026
Three Fed rate cuts, supportive ECB policy and easing inflation unde...
2026-02-16
Franklin Templeton Investments
Japan’s Regime Shift Gains Earnings Momentum
Templeton Global Investments’ 2026 outlook argues that Japan’s escape from deflation and accelerating corporate reform are laying the foundation for sustained equity outperformance
The return of sustainable inflation and pro-grow...
2026-02-16
Columbia Threadneedle
Political Noise Rises, but Bond Fundamentals Hold
The featured article argues that despite louder political rhetoric and Fed uncertainty, fixed-income markets remain anchored to fundamentals
Growth holds near 2.5%–3%, inflation has moderated toward 2.7%, and labor-market cooling...
2026-02-13
Pictet Asset Management
Seven Structural Themes Shaping 2026
In this thematic outlook, Stephen Freedman of Pictet Asset Management outlines seven science, technology and sustainability trends expected to drive returns over the coming year and beyond
Ageing demographics, preventative healthcare a...
2026-02-13
Van Lanschot Kempen
Geopolitics Tested, Earnings Held
Van Lanschot Kempen’s February Asset Allocation Outlook argues that early-2026 geopolitical shocks have not altered the underlying macro or market regime
Despite Venezuela tensions, Iran risks and gold volatility, equity markets...
2026-02-13
ING Bank
Hungary’s Inflation Undershoot Reopens the Easing Cycle
In this ING analysis, Peter Virovacz and Zoltán Homolya assess how sharply lower January inflation has shifted Hungary’s monetary outlook
Headline CPI fell to 2.1% YoY, with core at 2.7%, both below the central bank’...
2026-02-12
Allianz Global Investors
Hybrids Aim to Bridge the Yield Gap in Balanced Portfolios
Allianz Global Investors’ February 2026 analysis by François Fabreges evaluates whether hybrid securities can enhance traditional 50/50 equity-bond allocations in a low-spread, high-valuation environment.
With yields around 5&nd...
2026-02-12
Legal & General Investment Management
Risk and Reward in an AI-Fuelled Cycle
L&G’s 2026 Global Outlook assesses how AI-driven capex, fiscal strain and geopolitical uncertainty are reshaping asset allocation across public and private markets
The US remains the swing factor for global growth, with AI in...
2026-02-12
WisdomTree
Crypto Volatility Meets Quantum Risk
In this WisdomTree research note, Elvira Kuramshina and Blake Heimann examine how macro shocks, leverage, and emerging quantum threats are reshaping crypto’s risk profile
Over $2bn in ETH liquidations followed a hawkish Fed nomin...
