Inflation Quarterly Update July 2026
Structural forces including artificial intelligence investment are likely to be inflationary but markets appear to be pricing in a benign…
16/07/26
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Insights 1758
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Video
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Video
Multi-Asset Investment Views Quarterly Update July 2026
Global equities have experienced a period of volatility but corporate earnings have continued to demonstrate strength. Watch Laurent Clavel…
16/07/26
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Video
Euro Credit Quarterly Update July 2026
Despite multiple headwinds credit markets have demonstrated remarkable resilience. Watch Boutaïna Deixonne discuss her outlook for investment-grade and high-yield credit.
16/07/26
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Video
Fixed Income Quarterly Update July 2026
The second quarter presented significant market dynamics shaped by geopolitical concerns and major central banks focused firmly on inflation. Watch…
16/07/26
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Podcast
ETF inflows: Heading for a record high?
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS* ETF beyond €3 trillion…
16/07/26
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Video
Mid-year Investment Outlook
At the halfway point in the year, where do the biggest opportunities lie for investors? From the impact of central…
15/07/26
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Article
Take Two: IMF lowers global growth forecast
What do you need to know? The International Monetary Fund lowered its 2026 global economic growth forecast to 3%, from…
13/07/26
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Article
View from the markets: I expected more
The second quarter earnings season has started off poorly. Earnings guidance from Samsung Electronics pointing to operating profit growth of…
10/07/26
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Podcast
Fixed income ETFs: Simple, transparent, low-cost beta exposure
Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of…
09/07/26
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Article
Investing in euro high yield: Key considerations for insurers
Across European insurers’ portfolios, allocations to high-yield public corporate credit remain modest, at around just 2%. This is unsurprising, as…
08/07/26