VanEck
The case for making dividend stocks a core investment
This whitepaper highlights the strategic advantages of dividend stocks in a shifting macroeconomic landscape.
• Market Context: Falling interest rates in Europe, the U.S., and the UK drive renewed interest in dividend stocks, offeri...
2024-12-05
2024-12-05
Allianz Global Investors
Are semiconductors the new utilities?
This AllianzGI report, authored by Jeremy Gleeson and Virginie Maisonneuve, examines the evolving role of the semiconductor industry in the global economy amid geopolitical and technological shifts.
• Strategic Importance: Semiconductors...
2024-12-05
BlackRock/iShares
2025 Global Outlook
This 2025 Global Outlook from BlackRock Investment Institute provides insights into the transformative forces reshaping economies and financial markets.
• Mega Forces: Structural shifts, including AI innovation, geopolitical fragme...
2024-12-04
UBS Asset Management
Infrastructure 2025 Outlook
This 2025 Infrastructure Outlook by UBS Asset Management explores the evolving macroeconomic backdrop and its implications for infrastructure investments.
• Key Drivers: Resilient GDP growth, high inflation, and slowly declining int...
2024-12-03
AXA Investment Managers
Fiscal Standoff
This Macrocast Report by AXA IM highlights key global economic trends and their implications for financial markets amid rising geopolitical and fiscal tensions.
• French Political Risks: Fiscal uncertainties in France grow as the go...
2024-12-03
NatWest Group
Against All Odds
This NatWest economic update examines resilient trends in the UK housing market, Eurozone inflation, and U.S. monetary policy amidst global uncertainty.
• UK Housing Market: Annual house price growth rebounded to 3.7% in November, suppor...
2024-12-03
J.P. Morgan Asset Management
The Weekly Brief
This weekly highlights recent trends in global markets and their implications for investors.
• Equities: U.S. stocks remained buoyant, driven by strong corporate earnings, while European and emerging markets underperformed amid geopoliti...
2024-12-02
Edmond de Rothschild
Barnier Government In Jeopardy: Markets' Confidence Shaken
This Market Flash by Edmond de Rothschild Asset Management analyzes global economic trends and geopolitical impacts on financial markets as of late November 2024.
Eurozone Dynamics: Political tensions in France and Germany weigh on PMIs,...
2024-12-02
Robeco
Fintech’s powerful momentum: 10 key charts
This Robeco report, authored by portfolio managers Patrick Lemmens, Michiel van Voorst, and Koos Burema, explores the growth momentum of fintech through ten key industry charts.
• Capital Markets Recovery: Post-COVID and U.S. election ta...
2024-12-02
DWS
Trading blows
This Quarterly View from DWS Investments explores the economic and geopolitical implications of protectionist U.S. trade policies under President Trump’s administration.
• Trade Policy Outlook: The U.S. is likely to favor bila...
