Morgan Stanley
Asia’s Energy Security Push Could Trigger a $9 Trillion Investment Cycle
Morgan Stanley argues that Asia is entering one of the largest energy investment booms in modern history as governments and companies seek to reduce dependence on imported energy, strengthen supply chains and meet rapidly growing electricity demand....
2026-06-26
2026-06-26
Schroders
As Geopolitics Fades, Bond Markets Are Refocusing on Inflation and the Fed
Schroders argues that the bond market’s attention is shifting away from the Middle East and back toward the more durable drivers of yields: labour markets, inflation and central-bank policy.
The firm believes stronger U.S. economic data h...
2026-06-26
BlackRock/iShares
Energy Bottlenecks Are Becoming One of the Market’s Defining Investment Themes
BlackRock argues that recent disruptions around the Strait of Hormuz highlight a broader reality: economic growth, electrification and artificial intelligence are increasingly constrained by energy infrastructure and supply bottlenecks.
The fir...
2026-06-26
ING Bank
AI Is Reshaping America Through Power Grids, Data Centres and New Boomtowns
ING argues that the AI boom is no longer just a technology story. It is becoming a major force reshaping energy systems, infrastructure networks and regional economic development across the United States.
Power availability has become a primary...
2026-06-24
Van Lanschot Kempen
In Farmland Investing, Data Matters Only If It Changes Decisions
Van Lanschot Kempen argues that the value of data in farmland investing is frequently misunderstood. The advantage does not come from collecting more information, but from using it to challenge assumptions and reject weak investments before capital i...
2026-06-24
Legal & General Investment Management
Adapting to Uncertainty in an Era of Energy Shocks and AI Disruption
L&G's Q2 2026 Asset Allocation Outlook argues that investors are confronting a growing list of risks, but that disciplined portfolio construction requires focusing on fundamentals rather than reacting to every new source of anxiety.
The...
2026-06-24
MFS Investment Management
AI’s Next Constraint May Be Cost Inflation, Not Compute
MFS argues that investors are increasingly focused on who benefits from artificial intelligence, while overlooking a second-order effect: AI is creating supply bottlenecks that may raise costs across large parts of the economy.
Following extens...
2026-06-23
ING Bank
Aluminium Deficit Persists Despite Easing Middle East Tensions
ING argues that the recent US-Iran ceasefire and preliminary agreement have reduced geopolitical risks, but have not changed the underlying reality of a structurally tight aluminium market facing significant supply shortages.
ING estimates that...
2026-06-23
Blue Bay Asset Management
Private Debt Is Far Broader Than Private Credit
RBC BlueBay argues that many investors treat private debt and private credit as interchangeable, despite private credit representing only one segment of a much larger universe that includes infrastructure debt, real estate lending, asset-backed finan...
2026-06-23
NatWest Group
The Times They Are A-Changin’
NatWest's latest economic update argues that while political leadership in the UK may be changing, the fundamental economic challenges facing the country remain largely unchanged, including fiscal constraints, inflation pressures and sluggish gro...
