September 15, 2026

Asset Allocation Insights - September 2026

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  1. Overview
  2. Webinars

Strong, broad-based equity earnings counterbalanced by longer-end sovereign yields hitting post-GFC highs, primarily driven by rising real yields

Key highlights:

  • Hyperscaler AI capex estimates cross $1 trillion in 2027
  • Strong earnings expectations are driving a broadening market
  • AI capex is reshaping IG credit
  • Sovereign bond yields are the highest since before the GFC
  • Japan-US joint intervention in the yen raises probability of sharp moves
  • Global funds flows show a barbell in risk

Published quarterly, this report covers:

  • Key macroeconomic influences and their implications for financial markets
  • Core drivers across asset classes – and what they are indicating
  • Cross-asset analysis – expectations, risk premiums, return and risk, correlations and more · Implications for asset allocation and portfolio construction
  • Market analysis provided exclusively via our indices, and LSEG and Lipper fund flows data – enabling apples-to-apples comparisons across asset classes and global markets

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Webinars

15 October

Global Market Webinar – Implications for equity portfolio construction

Presented by Indrani De, CFA, PRM, Head of Global Investment Research and David McNay, CFA, Director, Global Investment Research, FTSE Russell

On Demand

Global and regional Fixed Income Insights

Presented by Robin Marshall, M.A., M.Phil, Director, Global Investment Research and Belle Chang, MBA, Senior Manager, Global Investment Research, FTSE Russell