Van Lanschot Kempen
In Farmland Investing, Data Matters Only If It Changes Decisions
Van Lanschot Kempen argues that the value of data in farmland investing is frequently misunderstood. The advantage does not come from collecting more information, but from using it to challenge assumptions and reject weak investments before capital i...
2026-06-24
2026-06-24
Legal & General Investment Management
Adapting to Uncertainty in an Era of Energy Shocks and AI Disruption
L&G's Q2 2026 Asset Allocation Outlook argues that investors are confronting a growing list of risks, but that disciplined portfolio construction requires focusing on fundamentals rather than reacting to every new source of anxiety.
The...
2026-06-24
MFS Investment Management
AI’s Next Constraint May Be Cost Inflation, Not Compute
MFS argues that investors are increasingly focused on who benefits from artificial intelligence, while overlooking a second-order effect: AI is creating supply bottlenecks that may raise costs across large parts of the economy.
Following extens...
2026-06-23
ING Bank
Aluminium Deficit Persists Despite Easing Middle East Tensions
ING argues that the recent US-Iran ceasefire and preliminary agreement have reduced geopolitical risks, but have not changed the underlying reality of a structurally tight aluminium market facing significant supply shortages.
ING estimates that...
2026-06-23
Blue Bay Asset Management
Private Debt Is Far Broader Than Private Credit
RBC BlueBay argues that many investors treat private debt and private credit as interchangeable, despite private credit representing only one segment of a much larger universe that includes infrastructure debt, real estate lending, asset-backed finan...
2026-06-23
NatWest Group
The Times They Are A-Changin’
NatWest's latest economic update argues that while political leadership in the UK may be changing, the fundamental economic challenges facing the country remain largely unchanged, including fiscal constraints, inflation pressures and sluggish gro...
2026-06-22
VanEck
Critical Metals Are Emerging as the Physical Backbone of AI and Defense
VanEck argues that rare earths and copper have become strategic assets at the center of AI infrastructure, defense modernization, grid expansion and supply-chain security, creating long-term investment implications beyond traditional commodity cycles...
2026-06-22
Capital Group
Markets Keep Climbing Despite War, Inflation and Election Risks
Capital Group’s Midyear Outlook argues that market resilience has remained intact despite geopolitical conflict, elevated inflation and election uncertainty, supported by AI investment, healthcare innovation and a more attractive bond market....
2026-06-19
BlackRock/iShares
Strong Earnings Remain the Key Counterweight to Higher Interest Rates
Markets are increasingly pricing a scenario where inflation remains sticky and policy rates stay elevated, placing greater importance on earnings growth as the primary support for equity valuations.
The AI buildout remains the dominant earnings...
2026-06-19
ING Bank
Norway’s Hawkish Central Bank Could Give the Krone a Tailwind
ING argues that persistent inflation pressures are likely to force Norges Bank to deliver one final rate hike in August, potentially providing support for the Norwegian krone even as global factors continue to dominate currency markets.
Norges...
