Robert Bolling - Insights

Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Headquarters downtown Beijing China - Global Insight 2026 Outlook

Global Insight 2026 Outlook: Asia-Pacific

Dec 02, 2025 |Jasmine Duan; Nicholas Gwee, CFA; Shawn Sim

The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.

Global Insight 2026 Outlook: Europe

Dec 02, 2025 |Frédérique Carrier; Rufaro Chiriseri, CFA; Thomas McGarrity, CFA

European stocks look set to benefit from reflation, but heavier bond supply and tighter investor demand are likely to push yields higher.

Global Insight 2026 Outlook: United Kingdom

Dec 02, 2025 |Frédérique Carrier; Rufaro Chiriseri, CFA; Thomas McGarrity, CFA

Weakening labour markets could spur further Bank of England rate cuts and Gilt strength, even as the UK’s undervalued equity market offers opportunities.

San Francisco Ariel View - Global Insight 2026 Outlook

Global Insight 2026 Outlook: United States

Dec 02, 2025 |Kelly Bogdanova & Thomas Garretson, CFA

Stock and bond market returns face high hurdles in 2026, but we think the former should be given the benefit of the doubt.

Global Insight 2026 Outlook: Canada

Dec 02, 2025 |Matt Altro, CFA & Brett Feland

We recommend focusing on stocks with quality characteristics and would add more duration to government bond exposure.

Close-up of someone holding a tablet and phone watching the market index on a balcony at night

Market overview: More but less

Dec 02, 2025 |Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Global Insight - Bird's eye view of New York City

Quarter-century crossroads

Dec 02, 2025 |Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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