Copyright © Rabobank
Related Posts
Investing Amid the Chaos
by Joseph V. Amato, President and Chief Investment OfficerâEquities, Neuberger Berman Political noise can become deafening, but investors…
Forget the Old Narratives: GeoMacro Has Arrived
by Ed d'Agostino, COO, Mauldin Economics If youâre still attempting to make investment decisions without fully integrating geopolitics into…
Expect the Unexpected
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.
Speculative Narrative Unwinds
by Lance Roberts, RIA For nearly two years, markets were driven by the same speculative narrative that âthis…
Blockchainâs emerging universal liquidity layer
A âuniversal liquidity layerâ that could facilitate transactions between traditional money and tokenized instruments may be the next big step for blockchain, writes Sandy Kaul.
Wesbury: A Tale of Two Migrations
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
Donât you (forget about me) â Why real estate deserves a fresh look in 2026
Global real estate continues to recover, with listed REITs delivering positive returns and offering historically attractive valuations despite underperforming broader equity markets. With strong fundamentals, improving property market dynamics, and rising investor demand for diversification, the asset class looks increasingly well positioned for a broader re-rating in 2026.
Global rates begin to diverge
by Riti Samanta, Co-Head of Global Fixed Income, Russell Investments Key takeaways Fed leaves borrowing costs unchanged Differences…