Edmond de Rothschild
Market flash: the taco trade is deja vu for markets
Edmond de Rothschild AM’s Market Flash (23 Jan 2026) summarises how Greenland-linked tariff threats and Davos messaging shifted global risk sentiment.
Trump floated +10% tariffs from 1 Feb on EU countries involved in Greenland exercise...
2026-01-26
2026-01-26
Columbia Threadneedle
Fixed-Income Monitor: January 2026
Columbia Threadneedle’s Fixed-Income Monitor, led by Samantha Parsons and the firm’s fixed-income team, consolidates key market signals to guide sector positioning in January 2026.
The Fed cut 25bp in December, taking rates to 3....
2026-01-26
BMO Global Asset Management
How we voted: a recap of the 2025 proxy season
BMO Global Asset Management reviews the 2025 proxy season, highlighting shifting voting patterns on climate proposals, executive pay and shareholder rights across major markets.
Support for climate-related proposals softened, with investors...
2026-01-26
WisdomTree
Whatʼs Hot: What if Greenland risks were to re escalate?
Nitesh Shah (Head of Commodities & Macroeconomic Research, WisdomTree Europe) outlines why Greenland de-escalation may be a pause—not a resolution—and what renewed pressure tactics could mean for portfolios.
Markets are prici...
2026-01-26
Legal & General Investment Management
Unconstrained strategies: keeping an eye on AI
L&G’s Matthew Rees, Enda Mulry, Amélie Chowna and John Daly outline how unconstrained bond investors can navigate a looming wave of AI-linked issuance and its spread implications.
Hyperscalers could spend ~$7tn in AI capex b...
2026-01-23
Candriam
Geopolitical fragmentation: Investing in a multipolar world
Candriam’s Megatrends Series paper by Ken Van Weyenberg and Johan Van Der Biest explains how US-led globalisation is giving way to lasting fragmentation reshaping growth, supply chains and sector leadership.
30%+ of global trade could...
2026-01-23
Capital Group
Dynamic global fixed income: Investing across the cycle
A Capital Group Investment Insights note by Manusha Samaraweera and Jeremy Cunningham explains why dynamic global fixed income can strengthen portfolio defence and returns as 2026 uncertainty meets stretched valuations.
Core bonds still dive...
2026-01-23
Blue Bay Asset Management
The SaaS conundrum – the death or rebirth of software?
Kilian Niemarkt (Senior Client Portfolio Manager, RBC BlueBay Asset Management) examines whether AI will structurally weaken SaaS business models or ultimately strengthen them through smarter, more integrated platforms.
Software leadership h...
2026-01-23
WisdomTree
Five post-CES ideas for thematic investing in 2026
A WisdomTree insight by Aneeka Gupta, Baoqi Zhu, Blake Heimann and Elvira Kuramshina translates key CES signals into five investable themes shaping 2026 tech allocation.
AI infrastructure is scaling physically: Nvidia’s Rubin platform...
2026-01-23
Franklin Templeton Investments
Fixed income: Key Convictions 1Q26
Western Asset’s 1Q26 Key Convictions (CIO Michael Buchanan, CFA) outlines a fixed-income playbook built around consistent income, selective risk-taking and positioning for AI- and M&A-linked issuance.
Growth is expected to improve...
