The focus this week will be the World Economic Forum’s annual meeting in Davos, where US President Trump is scheduled to give a special address and where ECB President Lagarde is also expected to speak.

The focus this week will be on the US CPI report for December and the release of the Fed’s Beige book ahead of the FOMC end-January.

Investor focus at the start of the year will centre on the US December job report, as recent labour market signals have been increasingly noisy.

As AI capex intensifies, China accelerates and opportunities broaden across regions, how should investors approach portfolio construction for 2026?

Impact investing can align tangible outcomes with financial outcomes, potentially a path to restoring confidence in sustainable finance.

Global growth is slow but steady, AI is driving investment cycles, and central banks are backstopping risk. Explore our 2026 outlook: equity conviction, monetary policy shifts, and the evolving role of gold and EM debt in balanced portfolios.

Data releases will be sparse during the holiday season as Christmas and New Year’s Day festivities around the world are expected to cool down financial market activity.

As it has over the past 2 years, credit remains an asset class of choice for global fixed income investors. The combination of enduringly sound fundamentals, powerful technical forces, and generous yields has rendered credit a rare anchor of stability in a world still wrestling with volatility and policy uncertainty.