Monthly Investment Insights
What does the investment landscape look like, what are the key issues facing investors, how are they expected to be resolved and what asset classes are best positioned?
September 2026
Market Assessment
Key developments
- AI development continues to drive both stronger economic growth and corporate earnings
- Equity markets are consolidating while individual stock volatility remains historically high
- Yield levels are flashing amber, with bond prices falling globally
Monthly Key Points: September 2026
Video, 04:52 min
A short monthly video that gives our take on the three most important developments from an economic & market perspective and is designed to support our Investment Insights publication.
Watch the video in: Cantonese, Mandarin, Turkish, Portuguese, Japanese
Archive
- September 2026 | The singularity? AI drives stronger economic activity while funding pressure rises
- August 2026 | Strong earnings growth has gained further momentum
- July 2026 | Oil prices: a swift return to normal?
- June 2026 | Drivers outpace risks
- May 2026 | The oil price trajectory holds the key for markets
- April 2026 | Markets slip on oil
- March 2026 | Price discovery
- February 2026 | A reshuffling
- January 2026 | The broadening rally has further to run
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Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
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An update on the Economic & Market Outlook is provided, gauging developments and projecting how the subsequent 12 months are likely to unfold.
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A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
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