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juni 2026

Tiffany Wade

Senior Portfolio Manager

David Goodman

Senior Equity Research Analyst

Beyond hype: AI benefits taking shape

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
juni 2026

Tiffany Wade

Senior Portfolio Manager

David Goodman

Senior Equity Research Analyst

Beyond hype: AI benefits taking shape

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.

Filter inzichten

17 juni 2026

Tiffany Wade

Senior Portfolio Manager

David Goodman

Senior Equity Research Analyst

Beyond hype: AI benefits taking shape

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
16 juni 2026

In Credit Weekly Snapshot – The only way is up

A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.
16 juni 2026

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook June 2026 – Nothing Trumps political infighting

Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
15 juni 2026

Joanna Tano

Head of Research, European Real Estate

Alex Dunn

Research Analyst, European Real Estate

European Real Estate 2026: Half-year health check

The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.
15 juni 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: The ceasefire and its consequences

Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.
11 juni 2026

Gene Tannuzzo

Global Head of Fixed income

Ed Al-Hussainy

Portfolio Manager

Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities

Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
11 juni 2026

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

Midyear Equity Outlook: Earnings strength fuels optimism

Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
11 juni 2026

Midyear Macro Outlook: Persistence, perception and the path ahead for markets

Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
9 juni 2026

In Credit Weekly Snapshot – Movin’ on up

US economic data keeps surprising to the upside, while a lack of progress on Middle East peace, and mounting speculation about a Federal Reserve rate rise, has put markets on shakier ground.
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