Nuveen
High Yield Is Offering Income Few Asset Classes Can Match
Nuveen's CIO Weekly Commentary argues that while weak U.S. jobs data have reduced the importance of employment for Federal Reserve policy, attractive yields and improving fundamentals continue to support high-yield corporate bonds. ...
2026-08-11
2026-08-11
Northern Trust
Japan's Return to Inflation Is Changing Global Markets
Northern Trust's Weekly Economic Commentary argues that Japan is entering a fundamentally different economic era, with the return of inflation, higher interest rates and policy normalization carrying implications far beyond its borders....
2026-08-11
NatWest Group
The UK Economy Is Quietly Regaining Momentum
NatWest's Regaining Momentum argues that the UK economy has remained more resilient than expected, with improving business activity, easing supply chain pressures and early signs that AI is supporting productivity without disrupting the...
2026-08-10
ING Bank
Weak US Jobs Data Shifts the Fed Outlook
ING's Surprise US Job Weakness Casts Serious Doubt on Fed Rate Hikes argues that July's unexpectedly weak labour market report has significantly reduced the likelihood of further Federal Reserve tightening, although upcoming inflati...
2026-08-07
Morgan Stanley
China Is Positioning Humanoid Robots as Its Next Industrial Revolution
Morgan Stanley's From Electric Vehicles to Humanoids examines how China is leveraging its manufacturing ecosystem, AI investment and industrial policy to build a leadership position in humanoid robotics following its success in electric...
2026-08-07
BlackRock/iShares
Higher Bond Yields Are Reshaping Portfolio Construction
BlackRock's Weekly Commentary argues that structurally higher bond yields reflect persistent supply constraints, AI-driven capital demand and rising government borrowing, requiring investors to rethink the role of fixed income in portfo...
2026-08-07
WisdomTree
Stablecoins and Tokenisation Are Driving Crypto's Next Growth Phase
WisdomTree's Crypto Monthly reviews the latest developments across digital assets, highlighting growing institutional adoption of stablecoins and tokenised assets alongside evolving investor flows into crypto investment products. ...
2026-08-06
Allianz Global Investors
Asia's Growth Story Is Becoming Increasingly Uneven
Allianz Global Investors' Asia Macro Update examines how higher energy prices, tighter U.S. financial conditions and the AI investment boom are creating sharply different outlooks across Asian economies.
Economies with high ene...
2026-08-06
GMO
Why Systematic Investing Needs More Than Factor Models
GMO's The Evolution and Edge of Systematic Equity explains how its quantitative investment process combines fundamental analysis with systematic research to identify market mispricing beyond traditional factor investing.
Rather...
2026-08-06
DWS
Markets Are Rotating, Not Breaking
DWS's Investment Traffic Lights reviews the latest market environment, arguing that recent volatility reflects a rotation beneath the surface rather than a deterioration in the broader investment outlook.
Strong corporate earni...
