At Aon, our team of economists and investment research experts conduct asset class and macroeconomic research to build our investment views and capital market assumptions. This work supports our portfolio managers and clients to navigate financial markets and make informed investment decisions.
Latest Insights
Our latest commentary on current events and the impact for financial markets.
CIO Insights: How AI, geopolitics and ‘safe haven’ assets are shaping institutional portfolios.
Paul Carne, Aon’s EMEA Delegated Chief Investment Officer, reflects on the year so far and considers the outlook for the second half of the year.
Quarterly Market Outlook, Q3 2026
Aon’s Derry Pickford shares his outlook for the next quarter together with expectations for investment performance across different asset classes.
Planning for Inflation in a Volatile Economic Environment
Derry Pickford and Petra Schmidt discuss leadership-level perspectives on inflation as more than a cost pressure — but a strategic consideration shaping capital allocation, pricing and long-term growth.
Key takeaways from the 2026 Spring Statement, including updates on UK gilt sales, economic forecasts, and political shifts.
Investment Insights & Outlook for 2026
Expectations for the year ahead, together with insights from Aon’s economists, Chief Investment Officers and specialists working on behalf of pensions, insurance and not-for-profit portfolios.
Quarterly Economic & Markets Outlook Webinars
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On Demand: Q2 Outlook, The Middle East and UK Local Elections
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On Demand: Q1 Outlook & Unlocking Credit Opportunities
For more information, or to talk to an investment expert, contact [email protected]
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