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Investment forum | 09.11.2026
The Weekly Compass 09/11/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: US inflation and tech sentiment in focus in the week ahead.
Investment forum | 02.11.2026
The Weekly Compass 02/11/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Earnings & US midterms the key focus in the week ahead.
Investment forum | 28.10.2026
The Market Rally Faces a Fresh Test in Q4 on Resurgent Geopolitical Volatility
Global equities continued to grind higher in Q3 despite renewed volatility across bond, commodity and currency markets. Looking ahead to Q4, Chief Investment Officer John Mullane explains why a diversified, actively managed portfolio will be critical.
Philip Byrne | 21.10.2026
CFAM Q4 Market Outlook: Credit Cracks the Capex Cycle
CFAM Europe’s CIO, Phil Byrne, explains that the widening crisis in the Middle East is putting growing pressure on energy markets, while early signs of strain in credit are leading investors to question the sustainability of the AI-led capex cycle.
John Mullane | 19.10.2026
The Weekly Compass 19/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: French budget and Q3 earnings in focus.
John Mullane | 12.10.2026
The Weekly Compass 12/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Q3 earnings season the key focus.