11 institutions have written about this across 22 indexed reports, producing 27 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
Wellington Management maintains a modest overweight stance on global equities and global duration, with a preference for emerging markets over the UK, neutral views on Europe ex-UK, US, Japan, and credit, and an underweight stance on Europe ex-UK government…
In August 2026, global equities rose, driven by strong tech earnings and AI investments, while bond yields increased on hawkish central bank signals. Commodities gained, led by agriculture, with gold supported by dollar weakness. The month ended with caution…
MUFG Research notes the yen's strength as BoJ rate hike expectations build, particularly after Takata's speech hinting at larger hikes. MUFG doubts hikes larger than 25bps but sees 100bps over 12 months as plausible. The bank highlights USD/JPY downside risks…
Schroders raises equity exposure, particularly in US equities and technology, following a July selloff, while cutting duration and maintaining a cautious stance on credit. The fund increased its equity weight from 35% to 37.4% delta-adjusted, added 1% to both…
Equities are flat early amid rising Treasury yields and oil prices, with investors weighing strong earnings from Dell and Palo Alto Networks while monitoring geopolitical tensions. The 10-year yield's highest close since late 2023 and crude's jump near $90…
ING highlights divergent dynamics across the yield curve: while front-end rates remain anchored by hawkish central bank pricing, long-end yields face upward pressure from fiscal deficits, supply concerns, and tech-driven growth expectations, with US…
Amundi's report discusses the resilient global growth and inflation above target six months into the Iran conflict, with equities benefiting from AI-driven earnings and bonds pressured by fiscal concerns. The report emphasizes diversification and selectivity…
Saxo Bank's Market Quick Take highlights a risk-off start to the week driven by a hawkish Fed Chair speech and renewed Middle East tensions. The USD strengthened, yields rose, and equities faced headwinds, while crude oil surged and gold fell. Digital asset…
OCBC Research's Daily Treasury Outlook for 31 August 2026 highlights a hawkish Fed stance, with increased probability of a September rate hike, and key economic data releases ahead, including US CPI and nonfarm payrolls. The report also covers regional…