As investors look toward 2026, our experts share what’s driving markets today—and their perspectives on what’s next.
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Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Principal Well-Being Index: AI’s effect on staffing
AI adoption isn’t shrinking jobs—survey finds businesses see growth, not cuts, from new tech.
By
Christian Floro, CFA, CMT
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October ECB meeting: Steady rates, in a “good place”
2 min
ECB policymakers opted to keep policy rates steady and emphasized how growing economic acticity leaves them…
By
Magdalena Ocampo, and Christian Floro, CFA, CMT
September CPI report: Keeping the Fed on track for cuts
2 min
September CPI cooled to 3.0% as shelter costs eased, but energy prices drove headline gains.
By
Christian Floro, CFA, CMT, and Magdalena Ocampo
U.S.-China trade tensions: From complacency to concern
2 min
Renewed U.S.–China trade tensions raise tariff risks with major macro and market implications.
By
Seema Shah