Global economy appears to be gaining momentum
After a year marked by stable and moderate global growth despite rising tariffs, the global economy now appears to be gaining momentum, note Guy Wagner and his team in their latest monthly market report "Highlights".
L&G looks for growth in public-private funds
Asset manager L&G is planning to set up hybrid “crossover” funds alongside its extensive passive business. These funds will contain both public and private investments. With this in mind, the British asset manager is working with specialists such as Blackstone.
Inside our engine room: critical criteria for impact manager selection
When building portfolios to generate measurable positive change alongside expected returns, choosing the right fund manager is everything
Prediction markets prove accurate enough to help investors, German study finds
Academic researchers in Europe and the United States are finding that prices on Polymarket, a fast-growing online prediction market, can track real-world outcomes with surprising accuracy. The findings suggest such platforms could become a useful tool for professional investors.
Emerging markets: from imitators to innovators
Emerging markets have evolved from manufacturing hubs to innovation powerhouses that have the potential to leapfrog established Western competitors.
AI accelerates markets, not volatility
As a growing part of the financial community questions whether artificial intelligence has created a bubble, Fabiana Fedeli takes a different view. The CIO for Equities, Multi-Asset and Sustainability at M&G Investments argues that AI is not the source of a fundamental market imbalance, but rather acts as an accelerator of price adjustments in an environment that has become extremely fast-moving.
ETF Snapshot: Finishing the year on a high
European ETFs saw a strong 2025, raising US$373bn (US$98bn in Q4). Equity flows shifted toward EM and Europe, while cash‑focused fixed income and non‑gold commodities drove robust year‑end demand.
Where are the opportunities for value investors in 2026?
After mixed results in 2025, where are the opportunities for value investors in 2026? Luc Plouvier shares our disciplined strategies for navigating uncertain markets and explains how value investing can make a difference in your portfolio.
Perspectives first half-year 2026
Twice a year, our fund managers analyse trends in the global economy and financial markets. Read the Perspectives issue for the first half-year of 2026.
Why German private banks are lagging behind in a rapidly growing wealth market
While the wealth of affluent Germans is surging, traditional private banks are falling behind. Their dependence on interest income is increasingly clashing with a savings culture that discourages investing.