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.
2026 Perspective: Farmland Strategy
Following a year of transition in 2025, our Farmland strategy is evolving. Arif Saad, Head of Natural Capital – Farmland Solutions, outlines renewed priorities for regeneration, scale and long-term value creation in 2026.
Brazil’s equity market still priced for skepticism
Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts say that discount could evaporate quickly if interest rates fall.
OBAM: Investment opportunities outside AI
Now that the Republicans and Democrats have finally ended the shutdown after much wrangling, it seems that investors are simultaneously taking a step back. The substantial gains on AI-related stocks are being cashed in. Last week, I attended a conference in the US in which nearly 300 companies participated. It proved almost impossible to find companies that were not talking about data centers and AI.