What Strategists Really Write: 62 New Reports to Open 2026

The sources behind the predictions, before the consensus is written

First and foremost, we wish for a healthy year in 2026 and, of course, a great year for asset allocation.

To start the year off right, I will begin by sharing all the sources that make up the Asset Allocation Consensus.

The Asset Allocation Consensus for early 2026 is based on 62 current publications, mainly from asset managers and a number of banks. These are visions and updates on tactical asset allocation with clear, mainly concrete recommendations for the next 3 to 12 months.

Below you will find the complete list: name of the company, title of the report, and a direct link to the publication. If you want to see what lies behind the recommendations, this is the basic material.

A quick look at the publication frequency shows the same pattern as last month:

69% monthly reports, 4% weekly updates, and 27% quarterly publications.

In the coming days, I will convert this into the next Asset Allocation Consensus, and then I will zoom in on what the award-winning allocators have chosen to do differently.

For now, here are the 62 sources behind the next round of consensus, listed in alphabetical order.

1. Aegon AM Global House View

2. Allianz Global Investors Multi Asset Tactical View

3. Amundi Global Cross Asset Investment Strategy

4. Arab Bank Investment Strategy

5. Aviva Investors House View

6. AXA IM Multi-Asset Investments Views

7. Barclays Multi-asset portfolio allocation

8. Bendura Investment Outlook

9. Berenberg Horizon Handout

10. BlackRock Weekly market commentary

11. BNP Paribas AM Monthly Market Viewpoint

12. BNY Investments Vantage Point

13. Candriam Monthly Coffee Break

14. Citibank GIC Asset Allocation

15. Columbia Threadneedle Tactical Asset Allocation Outlook

16. Degroof Petercam - Indosuez Monthly House View

17. DWS Investment Traffic Lights

18. Erste Group Global Strategy

19. Federated Investors Where We Stand

20. Fidelity Global Asset Allocation Insights

21. Fisch Asset Management Monthly Update

22. Franklin Templeton Allocation Views

23. Generali Investments Market Compass

24. Hang Seng Bank Investment Outlook

25. HSBC AM Investment Monthly

26. ING Investment Office Maandbericht Beleggen

27. Invesco Uncommon Truths

28. J. Safra Sarasin Cross-Asset Weekly

29. Janus Henderson Multi Asset Quarterly

30. JP Morgan Global Asset Allocation Views

31. Kempen Asset allocation outlook overview

32. L&G IM Outlook

33. Mackenzie Investments Blue Book

34. Merrill Capital Market Outlook

35. MFS Global Market Pulse

36. Morgan Stanley The Beat

37. Neuberger Berman Asset Allocation Committee Outlook

38. Ninety One Multi-Asset Strategy Quarterly

39. Northern Trust AM Investment Perspective

40. Nuveen Global Investment Committee

41. OFI Asset Management Panorama

42. Pictet AM Barometer

43. PineBridge Investment Strategy Insights

44. Raiffeisen Anlageguide

45. RBC The Global Investment Outlook

46. Robeco Monthly Outlook

47. Russell Investments Asset Class Dashboard

48. Schroders Our Multi-Asset Investment Views

49. SEB House View

50. Societe Generale House Views

51. Standard Chartered Global Market Outlook

52. T. Rowe Price Global Asset Allocation

53. UBP Portfolio Construction

54. UBS Macro Monthly

55. UniCredit Monthly Outlook

56. UOB AM Quarterly Investment Strategy

57. Vontobel Investors’ Outlook

58. Voya Multi-Asset Perspectives

59. VP Bank Our View

60. Wellington Multi-Asset Outlook

61. Wells Fargo Asset Allocation Strategy

62. Wilmington Trust Capital Perspectives