Outlook

After a turbulent first half dominated by geopolitics, commodity markets are entering a new phase. Tight inventories, weather risks, production trends, and demand are once again taking center stage. Discover our latest views on where we see the biggest opportunities—and risks—across energy, metals, and agriculture in the second half of 2026.

With the first half of the year behind us, the latest Investors’ Outlook explores the topics that have occupied markets, including what mega-IPOs could mean for equity markets, whether easing geopolitical tensions might help cool inflation concerns, and what may lie ahead for the UK economy.

As we enter the home stretch of the first half of the year, one of the main questions is what the war in the Middle East may mean for the economy’s trajectory this year. The Multi Asset Boutique shares its views in the latest Investors’ Outlook.

As we head into the summer, credit markets are navigating an increasingly complex landscape. Inflation pressures are building up - particularly in Europe - while central banks are diverging in their policy responses, with most preparing for tighter monetary policy. Meanwhile, recent market volatility has created dispersion across sectors and rating categories, opening doors for active managers.

Risk sentiment has withstood seesawing geopolitical headlines. The latest Investors’ Outlook shares the Multi Asset Boutique's reasons why and outlines what may lie ahead as we move further into the second quarter.

The dispersion across commodity sectors persists into Q1 2026, with petroleum now the dominant driver of BCOM performance. In our latest quarterly outlook, we examine the supply dynamics behind elevated oil prices, the sharp precious metals selloff, and our views across energy, metals, and agriculture amid acute geopolitical uncertainty.

Investors are in wait-and-see mode as they face many moving pieces in the Middle East war. The Multi Asset Boutique shares its views in the latest Investors’ Outlook.

There has been no shortage of volatility amid escalating geopolitical tensions and growing AI disruption fears, but a little market pruning can be healthy. The latest Investors’ Outlook sifts through the recent developments and puts them into perspective.

It has been a roaring start to the new year as geopolitical headlines turned the volume up, contributing to a weaker US dollar and a surge in gold. But what else may await investors as the year unfolds? Find out in the first Investors’ Outlook of 2026.

Discover the Q1 2026 Euro IG Credit Outlook, highlighting favorable market conditions, robust credit fundamentals, AI-driven growth, and strategic investment opportunities in key sectors and maturities. Gain insights to navigate the evolving corporate bond landscape effectively.

Explore the Global Credit Outlook 2026: A concise overview of key trends in global credit markets, from macroeconomic shifts and corporate fundamentals to AI-driven investments and market opportunities. Gain insights to navigate the year ahead effectively.

The 2026 Large Language Models Outlook examines the current state of artificial intelligence as it relates to LLMs, highlighting diversity, specialization, and global competition. Learn how open- and closed-weight models, regulatory approaches, and strategic deployment are shaping industries today, from finance to mathematics, and explore the trends likely to define AI’s trajectory in the year ahead.