AOR Update: Mailbag Edition

Published on May 7, 2026

ClearBridge Investments suggests investors could use volatility as an opportunity to deploy capital, while modestly favoring the stronger earnings revisions and more reasonable valuations available in non-US equities.

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AI, Oil, and the Consumer Are In the Spotlight

May 7, 2026
It’s Shareholder Meeting Month on Wall Street. With the bulk of the Q1 earnings season now in the rearview mirror, investors turn their attention to Annual General Meetings (AGMs) held by some of the most important multinational corporations.

European Banks Are Leaving the Markets to the Americans

May 7, 2026
Sometimes small changes speak loudly. Deutsche Bank AG’s new chief financial officer, Raja Akram, put the German lender’s consumer and asset management businesses before its corporate and investment banking units in his first earnings presentation last week.