Resilience in financial markets the surprise of 2025
Many fund houses mark Liberation Day—the day president Trump announced sharply higher US trade tariffs—as the standout moment of 2025, according to the Investment Officer Outlook Survey 2026. But what surprised asset managers even more was how quickly markets carried on in the months that followed, as if nothing had happened.
Building nature-positive portfolios
Alternative assets offer valuable qualities for creating nature-positive, well-diversified portfolios, providing both direct and systemic impact. In this Sustainability in Action we demonstrate how this can work in practice.
Chart of the week: big fireworks in 2026?
It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks that are, unfortunately, often already partly outdated by the time the new year begins. Still, a dynamic is now unfolding that could lead to quite a bit of fireworks next year.
Morningstar: Capital Group versus Dodge & Cox in global flexible bonds
Global flexible bond strategies cover a wide range of different approaches. Investors should tread them with caution.
The global economy ended 2025 without any real surprises
The global economy ended 2025 without any real surprises, continuing to expand at a moderate pace in line with that observed over several quarters, note Guy Wagner and his team in their latest monthly market report "Highlights".
ESG debate at Natixis IM shows drift between Texas and Paris
While ESG may be politically sensitive, Invesco reports that inflows continue to build. Natixis IM’s US Media Summit in New York showed just how sharply opinions on the theme diverge across the Atlantic.
Milleis Banque Privée bets on diversification for 2026
Milleis Banque Privée anticipates a scenario for 2026 similar to 2025: moderate global growth and disinflation. In a still volatile environment, diversification remains the key theme. With this in mind, the bank plans to reduce the share of cash investments in favor of listed and unlisted bonds, and to diversify its equity portfolios.
Investment Outlook 2026: Resilience and Rebalancing
What will 2026 bring for global markets and investor portfolios? Invesco experts see rising markets and new opportunities as market leadership shifts.
Quiet shifts, lasting impact: Opportunities in Japanese small-caps
In Japanese small-caps some changes may not be making headlines, but are reshaping the opportunity set for patient investors.
Private markets shift forces pension funds to scale up
At the World Pensions Conference in London, experts pointed to Australia and Canada as models Europe can no longer ignore when it comes to investing in private markets.