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RathbonesMulti-Asset
International retirement planning: making your wealth work across borders | Rathbones
Rathbones Financial Planning outlines the key financial complexities facing globally mobile individuals, covering cross-border tax residency, overseas property ownership structures, liquidity planning, and multi-jurisdic…
18 Jun 2026
RathbonesMulti-Asset
Redefining retirement support in a new age of uncertainty | Rathbones
Rathbones hosts a webinar-style session exploring how financial advisers and investment managers can collaborate more closely to deliver personalised, client-centric retirement support that addresses both financial and e…
18 Jun 2026
Hartford FundsMulti-Asset
Policy, Politics, and Pressure Points in Washington This Summer
Hartford Funds' Chief Political Strategist JT Taylor surveys the summer 2026 US policy landscape, covering trade (USMCA renegotiation, Section 301 tariffs), fiscal/defense reconciliation, crypto legislation (CLARITY Act)…
17 Jun 2026
Hartford FundsMulti-Asset
Can Washington Juggle Its Summer Agenda?
Hartford Funds' chief political strategist JT Taylor surveys the overlapping policy battles facing Washington heading into summer 2026, including the Iran conflict's War Powers clock, tariff legal setbacks, crypto and AI…
17 Jun 2026
Hartford FundsMulti-Asset
5 Retirement Costs That Often Catch People Off Guard
Hartford Funds identifies five commonly underestimated retirement expenses—Medicare coverage gaps, long-term care costs, IRMAA surcharges, home maintenance, and family financial support—using illustrative case examples a…
17 Jun 2026
Guggenheim InvestmentsMulti-Asset
Macro Markets Podcast Episode 83: Geopolitical Risk Rears Its Head - Guggenheim Investments
Guggenheim Investments' U.S. Economist Matt Bush and Portfolio Manager Evan Serdensky discuss the macroeconomic and market implications of the Iran conflict, including two oil-price scenarios and their effects on inflati…
17 Jun 2026
RathbonesMulti-Asset
Weekly Digest: Playing to the market conditions | Rathbones
Rathbones' Head of Market Analysis John Wyn-Evans argues for maintaining a constructive investment stance despite Middle East geopolitical uncertainty, noting that easing oil prices (Brent back below $80) have reduced UK…
17 Jun 2026
PerpetualMulti-Asset
The art of conversation
Perpetual Private outlines the importance of ongoing, personalised adviser–client conversations as the foundation of effective retirement financial planning, drawing on insights from its advisers and client case studies.…
17 Jun 2026
First TrustMulti-Asset
Chair Warsh and a New Era for the Fed
First Trust's chief economist reviews the June 2026 FOMC meeting under new Chair Warsh, highlighting a shorter, forward-guidance-free policy statement, a significant upward revision to 2026 PCE inflation forecasts (to ~3…
17 Jun 2026
First TrustMulti-Asset
Retail Sales Rose 0.9 % in May
US retail sales beat consensus in May, rising 0.9% on the month and 6.9% year-over-year, led by gasoline stations, nonstore retailers, and autos. In inflation-adjusted terms the gain was a more modest 0.4%, and a low per…
17 Jun 2026
Lord AbbettMulti-Asset
2026 Midyear Investment Outlook | Lord Abbett
Lord Abbett's investment leaders present their H2 2026 outlook across fixed income, equities, municipal bonds, and private credit, with a central theme that widening dispersion across markets rewards active management an…
17 Jun 2026
TCWMulti-Asset
Energy Transition Outlook: Security, Scale, and the Cost of Disorder
TCW's cross-asset research argues that energy security has displaced climate as the primary driver of the energy transition, with the Hormuz crisis accelerating capital flows into grids, transmission, and clean capacity…
17 Jun 2026
BNP Paribas Asset ManagementMulti-Asset
Overnight ETFs: A lower-risk cash management solution – EN
BNP Paribas Asset Management outlines how overnight ETFs use synthetic replication (equity swaps) to track very short-term interest rates such as the €STR, offering liquidity, capital preservation, and potentially above-…
16 Jun 2026
First TrustMulti-Asset
Housing Starts Declined 15.4% in May
U.S. housing starts fell 15.4% in May 2026 to a 1.177 million annual rate—well below consensus and the slowest pace since 2019 outside of COVID—driven primarily by a 40.2% plunge in multifamily starts, while single-famil…
16 Jun 2026
Lombard OdierMulti-Asset
US-Iran agreement | Lombard Odier
Lombard Odier's CIO Office analyzes the US-Iran interim agreement to reopen the Strait of Hormuz and extend the ceasefire by 60 days, maintaining their macroeconomic forecasts and pro-risk portfolio stance. They retain a…
16 Jun 2026
Principal Asset ManagementMulti-Asset
The real driver of retirement outcomes: Why plan design matters | Principal Asset Management
Principal Asset Management's retirement solutions leaders argue that 401(k) plan design—encompassing automatic enrollment, escalation policies, defaults, and participant communication—is the primary determinant of retire…
15 Jun 2026
AmundiMulti-Asset
ECB raises rates after almost three years
Amundi's weekly market note covers the ECB's June 2026 25bp rate hike, driven by Middle East conflict-related energy price shocks pushing eurozone inflation above target, with the bank offering no forward guidance and re…
15 Jun 2026
Principal Asset ManagementMulti-Asset
Coping with market downturns | Principal Asset Management
Principal Asset Management examines the current volatile market environment—driven by Middle East conflict, elevated energy prices, and geopolitical uncertainty—and argues that staying invested remains the optimal strate…
15 Jun 2026
BNP Paribas Asset ManagementMulti-Asset
Take Two: ECB raises rates and cuts growth forecast – EN
The ECB raised its benchmark rate by 25bps to 2.25%, revised up its inflation forecasts, and cut eurozone growth projections amid the ongoing Middle East conflict, while US inflation accelerated to 4.2% in May and the Bo…
15 Jun 2026
First TrustMulti-Asset
Industrial Production Increased 0.1% in May
FT Portfolios economists review the May 2026 US industrial production report, which showed a modest 0.1% gain—below the 0.3% consensus—driven by a 1.3% jump in mining while manufacturing stalled and nondurable goods decl…
15 Jun 2026
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