Janus Henderson
Global Small Caps Look Poised for a Broader Turn
Janus Henderson makes the case that smaller companies may be entering a more favorable phase after years of lagging mega-cap leadership.
Small caps offer broader diversification across regions, sectors and business models, with lower index conc...
2026-03-26
2026-03-26
Morgan Stanley
Industrial Real Estate Nears an Inflection Point as Supply Collapses
The report argues that U.S. industrial real estate may be approaching the early stages of a cyclical recovery.
Market rents have fallen below replacement-cost rents, while construction costs remain elevated due to labor, materials and financing...
2026-03-26
Neuberger Berman
Global Bonds Offer a Cleaner Diversifier in a More Fragmented Rate World
Neuberger Berman argues that fixed income is becoming less about broad beta and more about exploiting divergence across markets.
With rates near neutral and spreads tight, investors may need a broader opportunity set to find relative value acro...
2026-03-24
ING Bank
Korea: When Inflation Returns Through the Currency Channel
ING’s note makes clear that the appointment of Shin Hyun-song is not just a personnel change—it is a shift in reaction function.
Shin’s prior emphasis on preemptive tightening and financial stability points to a more haw...
2026-03-24
Schroders
Energy Cycle Reawakens as Supply Constraints Meet Rising Demand
Schroders argues that the Iran crisis is accelerating a structural shift already underway in global energy markets.
Years of underinvestment have constrained supply, with reserve levels declining and new project pipelines limited.
The disrupt...
2026-03-24
Nuveen
Higher for Longer: Rates Hold as Market Dispersion Widens
Nuveen’s weekly commentary highlights a macro environment defined by persistent inflation risks and uneven market adjustments.
Central banks are maintaining a cautious stance, with rate cuts limited as energy-driven inflation pressures re...
2026-03-24
WisdomTree
Crypto Allocation Shifts From Access to Architecture
WisdomTree’s digital assets research argues that institutional crypto adoption has moved beyond legitimacy toward implementation, with portfolio construction now the key challenge.
A small allocation—around 2%—can materi...
2026-03-23
Neuberger Berman
Allocating Risk in a World That No Longer Moves Together
Neuberger Berman’s quarterly outlook reads less like a forecast and more like a recognition that the old playbook has quietly expired.
Markets are fragmenting. Growth, policy and valuations are no longer synchronized, making broad e...
2026-03-23
WisdomTree
AI Security: The Next Attack Surface, Not Just the Next Theme
The cybersecurity industry is quietly undergoing the same transition as the rest of tech—AI is no longer a feature, it is the system itself.
Cloud security has effectively been absorbed into the baseline; it no longer differentiates...
2026-03-23
Northern Trust
Energy, War and the Return of Inflation Uncertainty
Northern Trust frames the U.S. outlook with a simple observation: the smoke is visible before the fire arrives.
Escalation in the Middle East is feeding directly into higher energy prices, reintroducing inflation risk just as disinflation...
