Capital Group
AI Investing: Momentum Still Building, Not Bursting
This report by Capital Group portfolio manager Chris Buchbinder examines whether current investor enthusiasm signals an AI bubble or an early-stage boom.
Market position: AI-related investments, now representing about 7%...
2025-11-03
2025-11-03
Edmond de Rothschild
Central Banks Signal a Pause as Earnings Diverge Across Regions
Edmond de Rothschild Asset Management’s latest Market Flash highlights shifting monetary dynamics and uneven corporate performance across major economies.
Monetary policy: The Fed and Bank of Canada each cut rates by&nbs...
2025-11-03
Pimco
Tariffs, Technology, and Transition: Navigating a Shifting Global Cycle
PIMCO economists Tiffany Wilding and Andrew Balls examine how rising trade frictions, an AI-driven investment surge, and institutional shifts are reshaping global markets and policy responses.
Economic forces: Tariff...
2025-11-03
State Street Global Advisors
Aligning Portfolios with the Low-Carbon Transition: Climate Transition Euro Corporate Bond Strategy
State Street Global Advisors outlines how its Climate Transition Euro Corporate Bond Beta Strategy integrates sustainability screening with index-based efficiency to capture long-term value in the Euro corporate bond market.
Invest...
2025-10-31
MFS Investment Management
Fed Ends Quantitative Tightening: Liquidity Boost Sparks Tactical Bullish Outlook
This report from the MFS Market Insights Team (October 29, 2025) examines the Federal Reserve’s decision to end Quantitative Tightening (QT) and its implications for markets and liquidity.
The Fed’s termination of QT on December...
2025-10-31
Allianz Global Investors
COP 30: Can Belém Bring Climate Commitments Back to Reality?
Matt Christensen, Global Head of Sustainable and Impact Investing at Allianz Global Investors, previews COP 30, where expectations are high for renewed progress on climate action amid fading global momentum.
Despite weak climate finance and...
2025-10-31
Natixis IM
Labor Slack, AI Momentum, and the “Powell Put”: Market Balances in Flux
In the October 2025 edition of Charts and Smarts, portfolio strategists Jack Janasiewicz and Garrett Melson (Natixis Investment Managers) dissect the interplay between cooling labor markets, AI-driven investment, and shifting market narratives....
2025-10-31
State Street Global Advisors
From Income to Outcomes: Fixed Income’s Strategic Reinvention
State Street Investment Management’s October 2025 white paper outlines how fixed income is shifting from a traditional income and hedging tool to a data-driven, outcome-oriented asset class.
Advances in electronic trading, AI...
2025-10-30
Capital Group
Global Growth Convergence and Yield Curve Steepening
This report, prepared by Capital Group’s Fixed Income team, offers data-driven insights on macro trends and bond market positioning as of Q4 2025.
The Federal Reserve’s pivot to rate cuts and a softening US labour market have spu...
2025-10-30
Schroders
AI Search Disruption Redefines the Gateway to the Internet
Written by Michael White, Global Sector Specialist at Schroders, this report explores how generative AI is transforming online search, reshaping user behavior, and redefining the economics of the open web.
Google and ChatGPT are turning sear...
