389 structured institutional reports.
PIMCO remains constructive on U.S. credit markets, viewing the U.S. as a preferred investment destination despite potential headwinds. The firm highlights attractive yields and resilient fundamentals, favoring selective risk-taking in corporate credit with a…
UBS CIO maintains a constructive outlook, expecting robust earnings growth to drive global equities higher, disinflation to keep the Fed on hold for the rest of 2026, and quality fixed income and commodities to serve as portfolio diversifiers.
The global ETF market has expanded to $22.1 trillion in assets as of April 2026, with the U.S. leading at $14.9 trillion. Growth is driven by innovations such as active, options-based, and levered ETFs, as well as a revival in thematic funds centered on AI.…
OCBC Research's August 3, 2026 report highlights that China's weak July PMI data—manufacturing at 49.2 and services at 49.3—reinforces the case for more policy support, though the focus remains on implementation rather than acceleration. Hong Kong's economy…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 3 August 2026 Research Monitor (August) Key Themes 1. July reinforced that markets are being driven less by growth optimism than by policy uncertainty and…
Commerzbank corporate client executives assess the resilience of international trade amid geopolitical shocks, including the Strait of Hormuz closure affecting energy and broader supply chains. They highlight rising costs, inflation pass-through, and the…
Commerzbank highlights India's robust economic growth driven by domestic investment, a young workforce, and government co-investment. The EU-India FTA signed in January 2026 opens trade opportunities, but CBAM costs may offset tariff savings. Key investment…
Nomura's weekly US economic update highlights resilient economic momentum with a robust labor market, despite sticky inflation and restrictive Fed policy. The Fed is expected to maintain rates through 2026, with risks skewed toward prolonged tightening. Key…
The stronger-than-expected 0.3% increase in Canadian GDP in May (and early estimate of another 0.2% increase in June) added to evidence that the economy bounced back at a solid pace in the second quarter after growth stalled over the winter. Growth was…
MUFG's July 2026 US Economic Brief assesses the housing market, noting sluggish home sales due to affordability constraints despite moderating price appreciation. Existing home prices remain near record highs, while new home prices decline. Affordability…
Nomura argues that despite rising AI-related layoff announcements and survey concerns, hard US labor market data show minimal broad disruption. Employment and wages in AI-exposed sectors remain resilient, with layoffs broad-based rather than concentrated. AI…
This interview originally took place at Bloomberg Invest Hong Kong 2026 on June 10, 2026. At Bloomberg Invest Hong Kong, Apollo Partner and Head of Asia Pacific Eiji Ueda highlighted the paradigm shift cutting across Asia Pacific economies: the compounding…
Man Group warns that investors are becoming complacent about risks in junior bank debt, particularly AT1 CoCo bonds. Despite healthy banks, spreads remain near record lows while duration and complexity have increased, making these bonds more of a bet on…
Apollo's President Jim Zelter discusses the firm's record-breaking year in acquisitions, driven largely by credit investments in Europe, and highlights the need for private capital to fund a 'global industrial renaissance' across energy, defense, and other…
Apollo's Matt Nord discusses the growing demand for hybrid capital solutions, which combine equity-like returns with credit-like downside protection. He highlights that hybrid is a flexible risk/reward framework rather than a specific asset class, positioned…
Pictet highlights Asia's energy crisis following the Iran war, emphasizing the region's vulnerability due to heavy reliance on Strait of Hormuz oil. The report argues this shock will accelerate the clean energy transition, with China emerging as a major…
RBC Economics forecasts a modest recovery for Canada and the U.S. through 2027, with subdued growth and gradually easing inflation.
PGIM's report repositions emerging markets as a structurally differentiated opportunity set amid a multipolar world, driven by shifting supply chains, debt dynamics, and active allocation rather than cyclical sentiment.
Apollo introduces 'Athene: In Context', a video series aimed at explaining guaranteed lifetime income, its backing, and its relevance to American retirees. The series addresses misconceptions about private equity ownership, clarifies affiliated versus related…
Find out how the strait blockage supply shock is impacting commodities trade and prices. The ongoing conflict in the Middle East has effectively blocked the Strait of Hormuz – a key maritime trade channel through which one-fifth of the world’s oil and…