Legal & General Investment Management
AI Investment Strengthens Growth as Tight Credit Keeps Risk Positioning Cautious
This report, produced by L&G’s Asset Allocation, Economics, and Strategy teams, assesses shifting macro conditions and their implications for multi-asset positioning.
Global growth is resilient, supported by robust US AI-driven inv...
2025-11-23
2025-11-17
DWS
Dollar Weakness Reveals Tactical Noise, Not Structural Decline
Drawing on insights from DWS currency specialists, the analysis highlights how recent dollar softness fits into a shifting macro and policy landscape.
The dollar’s year-to-date decline stems largely from technical hedging flows rather...
2025-11-17
MFS Investment Management
Elevated Equity Valuations Demand Discipline in a Momentum-Driven Market
Built on insights from MFS strategists, the analysis outlines why valuation remains a decisive force in long-term equity investing.
Record-high U.S. valuations, amplified by AI enthusiasm and liquidity tailwinds, narrow the margin for error...
2025-11-17
Amundi Asset Managers
India’s Structural Transformation Opens Multi-Cycle Opportunities for Global Portfolios
Building on analysis from Amundi’s Investment Institute, the overview distils how India’s economic transformation is reshaping long-term investment potential.
Strategic manufacturing expansion, shifting consumption patterns, and...
2025-11-14
Pimco
Rate Cuts Ahead, but Inflation Keeps the Fed on a Tightrope
Former Fed Vice Chair Richard Clarida offers a data-driven view of global rate dynamics in PIMCO’s latest Chartbook on Interest Rates.
Policy Outlook: The Fed is expected to cut rates further, though not to post-pandemic lows...
2025-11-14
Northern Trust
AI Euphoria, Sports Betting Economics, and Japan’s Fiscal Crossroads
Northern Trust’s Weekly Economic Commentary examines three major themes shaping global markets and policy.
Markets & AI: Today’s tech rally echoes the late 1990s, but stronger earnings quality and broader investor partic...
2025-11-13
Blue Bay Asset Management
India’s Growth Momentum Pauses, but Long-Term Fundamentals Remain Intact
This report, authored by Miya Tailor of RBC Global Asset Management, provides on-the-ground insights into India’s economic landscape, exploring its recent slowdown within a broader trajectory of structural growth.
Economic Transition:&...
2025-11-13
NatWest Group
Bank of England Holds Steady
This briefing from NatWest’s Chief Economist team examines the Bank of England’s November decision to pause rate cuts and the implications for the UK’s growth trajectory.
Policy Pause: The Bank Rate held at 4% in a nar...
2025-11-13
Allianz Global Investors
Responsible AI: Balancing Innovation with Integrity for Long-Term Value
Artificial intelligence is transforming economies and industries, but Allianz Global Investors argues that its success depends on embedding environmental, social and governance (ESG) principles throughout the AI value chain.
Framework for Ac...
2025-11-13
Nuveen
Private Real Estate Emerges as a Bright Spot Amid Market Volatility
Nuveen CIO Saira Malik and the Global Investment Committee highlight how private real estate is gaining momentum as public market uncertainty persists amid a U.S. government shutdown and tariff disputes.
Macroeconomic Headwinds: Data di...
