WisdomTree
Steel, Sensors, and Speed: Europe’s Industrial Core Reforges Deterrence
In this joint insight, WisdomTree’s Samuel Rines and Aneeka Gupta analyze how Europe’s defense renaissance is shifting from rhetoric to reality.
Rheinmetall, HENSOLDT, and RENK form the backbone of Europe’s d...
2025-10-09
2025-10-09
Allianz Global Investors
India’s Dual Energy Path: From Coal Dependence to Renewable Leadership
Allianz Global Investors’ Unlocking India’s Energy Transition (Oct 2025) explores how India balances rapid growth with sustainability and energy security.
India remains heavily coal-reliant, with fossil fuels gener...
2025-10-09
BlackRock/iShares
Cooling Labor Markets and Fed Flexibility Keep Investors Risk-On
BlackRock Investment Institute’s Weekly Commentary (Oct 6, 2025) assesses how a softer U.S. labor market and delayed data are shaping the Fed’s policy path and investor positioning.
A cooling labor market supp...
2025-10-08
Nuveen
Alternate Routes: Navigating the Fed’s Easing Cycle Across Assets
Nuveen’s Global Investment Committee Q4 2025 Outlook examines how Fed rate cuts and fiscal shifts are reshaping opportunities across equities, fixed income, and real assets.
The Fed’s renewed rate-cutting path ...
2025-10-08
Northern Trust
H-1B Visa Shock, Office Revival, and Gen Z Frustration Define Global Trends
Northern Trust’s Weekly Economic Commentary (Oct 3, 2025) examines three emerging forces shaping global labor and economic outlooks.
The $100,000 H-1B visa fee acts as a “tariff on talent,” benefiting U....
2025-10-08
Vanguard
U.S. Stocks Break Records, Investors Stay the Course
Vanguard’s Investment Advisory Research Center examines what persistent U.S. equity highs mean for advisors and clients.
In Q3 2025, U.S. equities hit record highs on one in every three trading days, far surpassing histo...
2025-10-07
State Street Global Advisors
ETFs, AI, and Alternatives Redefine European Wealth Management
State Street Investment Management’s 2025 EMEA Wealth Manager Survey captures perspectives from 80+ wealth managers across nine countries, representing over $5 trillion in AUM.
ETFs dominate portfolios (88%), driven by liquid...
2025-10-07
AXA Investment Managers
Rethinking Balance: Inflation Risks and Divergent Markets Shape Q4 Outlook
AXA Investment Managers’ CIO Outlook (Oct 2025) offers perspectives from its global CIO team on inflation, China’s rebound, and portfolio construction.
U.S. inflation is re-accelerating, driven by tariffs and resilient...
2025-10-07
NatWest Group
UK Resilience Meets Global Headwinds: Credit Demand and Shutdown Risks
NatWest’s Crosswinds (Oct 6, 2025) offers an updated macro snapshot across the UK, U.S., and Eurozone economies.
UK households and businesses continue to borrow steadily despite looming tax hikes; mortgage lending rose 1...
2025-10-06
DWS
China Rebounds: Domestic Drivers Revive Emerging Market Potential
DWS’s CIO Special: Emerging Markets (Sept 2025) analyzes China’s surprising equity resurgence amid U.S. tariff pressures.
Despite being the primary target of U.S. tariffs, China’s stock rally reflects domesti...
