Schroders
Gold’s Pullback Looks Like a Pause, Not the End of the Bull Run
In Is the Bull Market in Gold Over Already? (Oct 2025), Schroders’ James Luke argues that the recent sharp correction in bullion and miners is a natural breather within a multi-year uptrend.
Gold’s 5.5% one-day dro...
2025-10-28
2025-10-28
Northern Trust
QT Nears Its End as Credit Markets and Trade Uncertainty Test Resilience
Northern Trust’s Weekly Economic Commentary (24 Oct 2025) examines how tightening liquidity, credit stress, and trade fragmentation are reshaping financial conditions.
The Fed’s balance sheet runoff is nearing comp...
2025-10-28
Nuveen
Munis Shine Amid Data Gaps and Market Uncertainty
Nuveen’s CIO Weekly Commentary (27 Oct 2025), led by Saira Malik, highlights how municipal bonds are regaining investor favor as U.S. data delays and high equity valuations create a foggy outlook.
The ongoing U.S. govern...
2025-10-28
NatWest Group
UK Manufacturing Rebounds as Inflation Surprises Lower and Confidence Builds
NatWest’s Staying the Course (27 Oct 2025) highlights steady progress in the UK economy amid fiscal and global uncertainty.
Manufacturing momentum returned, with output climbing to a 13-month high (PMI 51.1), driven by a...
2025-10-27
Allianz Global Investors
EM Debt Holds Strong as Dollar Weakens and Global Diversification Deepens
Allianz Global Investors’ EMD Monthly Market Musings (Oct 2025), led by Giulia Pellegrini, reviews why emerging markets continue to deliver solid performance despite geopolitical and issuance headwinds.
EM sovereign debt is u...
2025-10-27
Edmond de Rothschild
Markets Balance Politics and Earnings Strength Amid Global Uncertainty
Edmond de Rothschild’s Market Flash (24 Oct 2025) reflects on a week where geopolitics, earnings, and macro data pulled in different directions.
Trump–Xi talks are back on, even as new U.S. software restrictions on Chin...
2025-10-27
WisdomTree
The Dollar’s Grip Loosens: Why Diversification Toward the Euro Makes Sense
WisdomTree’s Insight Article – The US Dollar’s Crown Is Slipping (Oct 2025) explains how structural shifts in monetary policy and global reserves are eroding the greenback’s long-held dominance.
With Fe...
2025-10-23
Pictet Asset Management
Beyond the “Magnificent Seven”: New Market Leaders Emerge Across Sectors
Pictet Asset Management’s Emerging Market Leaders: Beyond Tech Giants (Oct 2025) challenges the notion that U.S. megacaps will dominate equity performance indefinitely.
A new cohort—the “Terrific 20”&nb...
2025-10-23
MFS Investment Management
Hidden Risks: Why Investors Should Scrutinize “Adjusted” Earnings Late in the Cycle
In Strategist’s Corner (Oct 2025), MFS Investment Management’s Robert Almeida warns that unseen portfolio risks often mirror hard-to-detect health issues—appearing only when it’s too late.
As the business cy...
2025-10-23
Northern Trust
From Sprint to Stroll: U.S. Growth Slows but Avoids Contraction
Northern Trust’s U.S. Economic & Interest Rate Outlook – Sprint to Stroll (Oct 2025) outlines how the U.S. economy transitions from post-pandemic acceleration to a steadier, below-potential pace.
Momentum is easing:...
