MFS Investment Management
Fed Ends Quantitative Tightening: Liquidity Boost Sparks Tactical Bullish Outlook
This report from the MFS Market Insights Team (October 29, 2025) examines the Federal Reserve’s decision to end Quantitative Tightening (QT) and its implications for markets and liquidity.
The Fed’s termination of QT on December...
2025-10-31
2025-10-31
Allianz Global Investors
COP 30: Can Belém Bring Climate Commitments Back to Reality?
Matt Christensen, Global Head of Sustainable and Impact Investing at Allianz Global Investors, previews COP 30, where expectations are high for renewed progress on climate action amid fading global momentum.
Despite weak climate finance and...
2025-10-31
Natixis IM
Labor Slack, AI Momentum, and the “Powell Put”: Market Balances in Flux
In the October 2025 edition of Charts and Smarts, portfolio strategists Jack Janasiewicz and Garrett Melson (Natixis Investment Managers) dissect the interplay between cooling labor markets, AI-driven investment, and shifting market narratives....
2025-10-31
State Street Global Advisors
From Income to Outcomes: Fixed Income’s Strategic Reinvention
State Street Investment Management’s October 2025 white paper outlines how fixed income is shifting from a traditional income and hedging tool to a data-driven, outcome-oriented asset class.
Advances in electronic trading, AI...
2025-10-30
Capital Group
Global Growth Convergence and Yield Curve Steepening
This report, prepared by Capital Group’s Fixed Income team, offers data-driven insights on macro trends and bond market positioning as of Q4 2025.
The Federal Reserve’s pivot to rate cuts and a softening US labour market have spu...
2025-10-30
Schroders
AI Search Disruption Redefines the Gateway to the Internet
Written by Michael White, Global Sector Specialist at Schroders, this report explores how generative AI is transforming online search, reshaping user behavior, and redefining the economics of the open web.
Google and ChatGPT are turning sear...
2025-10-30
Northern Trust
Global Patience Amid Crosscurrents: Policymakers Steady as Growth Moderates
Prepared by Northern Trust’s Global Economic Research team, this report assesses how leading economies are navigating slowing growth, persistent inflation, and shifting monetary policies.
The US faces mixed signals: moderating inflatio...
2025-10-30
DWS
Europe’s Defense Renaissance: Structural Tailwinds Amid Costly Valuations
The featured DWS CIO Special analyzes Europe’s accelerating rearmament trend and its long-term implications for investors in the defense sector.
After decades of underinvestment, European nations are boosting defense spending toward 3%...
2025-10-28
Schroders
Gold’s Pullback Looks Like a Pause, Not the End of the Bull Run
In Is the Bull Market in Gold Over Already? (Oct 2025), Schroders’ James Luke argues that the recent sharp correction in bullion and miners is a natural breather within a multi-year uptrend.
Gold’s 5.5% one-day dro...
2025-10-28
Northern Trust
QT Nears Its End as Credit Markets and Trade Uncertainty Test Resilience
Northern Trust’s Weekly Economic Commentary (24 Oct 2025) examines how tightening liquidity, credit stress, and trade fragmentation are reshaping financial conditions.
The Fed’s balance sheet runoff is nearing comp...
