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
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...
2025-10-06
Columbia Threadneedle
High Yield Credit: Fundamentals Regain Control Amid Narrowing Spreads
Columbia Threadneedle’s High Yield Insight (Sept 2025), authored by Chris Jorel, CFA, examines shifting dynamics in the U.S. high-yield market.
After years of broad-based gains, credit-specific risk has re-emerged, with...
2025-10-06
Edmond de Rothschild
Markets Stay Calm Despite U.S. Shutdown and Rising Geopolitical Tensions
Edmond de Rothschild Asset Management’s Market Flash (Oct 3, 2025) reviews market resilience amid political and economic disruptions.
The U.S. government shutdown deprives the Fed of key labor data, but further rate...
2025-10-06
Robeco
AI Momentum and Emerging Market Rotation Define Global Equity Outlook
Robeco’s Fundamental Equity Quarterly (Oct 2025) offers a global perspective from developed and emerging market specialists.
In developed markets, AI-led capex drives earnings growth, with the U.S. showing resilience des...
