2026 Fixed-Income Outlook: Seizing opportunities in a rate-cutting cycle

• Article

Nov 20, 2025

Gene Tannuzzo, CFA, Global Head of Fixed Income

Ed Al-Hussainy, Portfolio Manager

Fixed-income investors face falling rates, tight spreads and a fragile labor market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.

2026 Equity Outlook: Harnessing growth with a broad view

• Article

Nov 18, 2025

Nicolas Janvier, CFA, Head of North American Equities

Neil Robson, Head of Global Equities, EMEA

We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.

2026 Macroeconomic Outlook: Treading a finer line

• Article

Nov 11, 2025

William Davies, Global Chief Investment Officer

Resilient growth and rising markets mask underlying structural tensions — and the risks of a misstep are accumulating. We assess the balance for investors.