AXA Investment Managers
Bad Timing (for everyone)
The AXA IM Macrocast provides a detailed analysis of global macroeconomic trends and their implications for financial markets.
Key Highlights:
• U.S. Yields: Rising long-term yields driven by strong labor market data and fiscal stimulus...
2025-01-15
2025-01-15
Nuveen
Why munis can thrive in 2025
This report highlights key themes for municipal bonds and their potential for attractive returns in 2025 amidst economic and fiscal policy shifts.
• Higher-for-Longer Rates: Persistent inflation and resilient economic data reduce the lik...
2025-01-14
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
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...
