Market Insight

According to ING, Dutch economic growth is expected to moderate to around 1.3% in 2026, driven mainly by consumer spending as inflation eases.

Structural challenges such as labour shortages and limited investment capacity remain key constraints.

Market Insight

Recent commentary from ABN AMRO remains constructive on equities heading into 2026, supported by expected earnings growth and improving economic conditions.

At the same time, themes such as AI and deglobalisation are reshaping investment opportunities and risk dynamics.

Market Insight

Rabobank expects the Dutch economy to grow around 1.3% in 2026 and 2027, slightly below its long-term potential due to structural bottlenecks.

Growth is supported by consumer spending and government investment, while unemployment is expected to rise modestly.

Market Insight

Recent commentary from BlackRock highlights continued strength in equity markets, supported by upward revisions in corporate earnings and ongoing investment in AI.

This reinforces a pro-risk stance, with mega-cap tech driving a significant portion of earnings growth in 2026.

Market Insight

According to J.P. Morgan Asset Management, U.S. equities remain structurally strong, driven by resilient consumers, earnings growth and rapid adoption of AI across industries.

This continues to position U.S. markets as a key driver of global returns.

Market Insight

Major institutions including Morgan Stanley and J.P. Morgan are revising expectations for interest rate cuts, with many now expecting rates to remain higher for longer.

Persistent inflation and strong economic data are delaying monetary easing.

Market Insight

Recent developments show U.S. banks continuing to gain market share over European peers, driven by stronger capital positions and regulatory advantages.

This structural shift is reshaping global investment banking dynamics and competitive positioning.