Robeco
European equity – it is always darkest before the dawn!
This Outlook by Robeco examines global economic trends and offers strategic guidance for navigating volatile markets.
Key Highlights:
• U.S. Markets: A sharp December sell-off followed Federal Reserve comments predicting higher-t...
2025-01-14
2025-01-14
NatWest Group
Balancing act
This NatWest Economic Update examines the mixed global economic outlook as we enter 2025, focusing on inflation pressures, labor market dynamics, and policy shifts across key regions.
Key Insights:
• UK Economy: Weak retail...
2025-01-14
J.P. Morgan Asset Management
Thought of the week
This Weekly Market Brief provides insights into global market trends and economic developments, focusing on equity performance, fixed income, and commodities.
Key Highlights:
• Equities: U.S. stocks outperformed, driven by s...
2025-01-13
Allianz Global Investors
House View Q1 2025
This Allianz Global Investors Q1 2025 House View provides an in-depth analysis of market trends and strategic opportunities in the wake of shifting global economic policies.
Key Highlights:
• U.S. Market Outlook: Anti...
2025-01-13
Janus Henderson
A “monetarist” perspective on current equity markets (January 2025)
This Janus Henderson Investors report offers a "monetarist" perspective on equity markets, analyzing global monetary trends and their implications for economic performance and asset prices in 2025.
Key Insights:
• ...
2025-01-13
Edmond de Rothschild
A Week Marked By A Surge In Bond Yields
This report by Edmond de Rothschild provides a comprehensive analysis of global market developments as of January 2025, highlighting key economic and financial trends.
Key Highlights:
• Bond Yields Surge: U.S. 10-year Treasu...
2025-01-10
MFS Investment Management
Macro Talking Points
This MFS Fixed Income Strategy Report reviews market risks and investment opportunities for 2025, offering insights for professional investors navigating a volatile landscape.
Key Insights:
• Top Risks: Inflation resurgence, global...
2025-01-10
Janus Henderson
EM Equities: How Chinese EVs herald a shift in global manufacturing’s balance of power
This Janus Henderson Investors report explores the transformative rise of Chinese electric vehicle (EV) manufacturers and their impact on global industrial and technological power dynamics.
Key Insights:
• Chinese EV Leaders...
2025-01-09
Edmond de Rothschild
Investment Strategy
This Investment Strategy Report by Edmond de Rothschild rovides an outlook for 2025, emphasizing the importance of adapting to a volatile economic and monetary environment.
Key Insights:
• Equities: U.S. equities may underperform a...
2025-01-09
DWS
Monthly Market Analysis And Positioning
The DWS Investment Traffic Lights Report provides strategic investment insights to navigate the evolving market landscape.
Key Highlights:
• Equities: U.S. large-caps offer moderate upside, while European and Japanese equities pr...
