Schroders
Real Estate Investment Outlook
Schroders Capital’s latest outlook provides a strategic assessment of global real estate markets, identifying cyclical opportunities following broad market repricing.
Key Insights:
Market Recovery Underway: Significant valuation c...
2025-05-02
2025-04-02
Janus Henderson
Building Better Portfolios With Global Corporate Credits
Janus Henderson’s latest whitepaper explores how global corporate credit markets can enhance portfolio returns and defensive characteristics in a diverging macroeconomic environment.
Key Insights:
Global Credit Advantage: Expandin...
2025-04-02
Pimco
Seeking Stability
PIMCO’s latest Cyclical Outlook, authored by Tiffany Wilding and Andrew Balls, assesses how heightened U.S. policy risks and global economic shifts are reshaping investment landscapes.
Key Insights:
Rising Geopolitical Uncertainty:&...
2025-04-01
Northern Trust
Is Another Currency Accord Ahead?
Northern Trust’s latest Weekly Economic Commentary explores rising speculation around U.S. currency policy shifts, including the proposed “Mar-a-Lago Accord,” and assesses global foreign exchange dynamics.
Key Insights: &nbs...
2025-04-01
Nuveen
Wheels down, elevation up: Five themes for a new economic landing
Nuveen’s Global Investment Committee outlines five key portfolio themes for navigating a higher-rate, slower-growth environment, emphasizing credit selectivity, real assets, and small-cap resilience.
Key Insights:
Relative va...
2025-04-01
NatWest Group
Betting on a rebound
NatWest’s latest economic update reviews the UK’s Spring Statement and the broader macro environment, highlighting policy adjustments, inflation pressures, and early signs of recovery.
Key Insights:
Fiscal Headroom Restored: ...
2025-03-31
Van Lanschot Kempen
Mind the gap!
Van Lanschot Kempen’s Dividend Team analyzes persistent valuation gaps between U.S. equities and global markets, revealing structural drivers and hidden opportunities.
Key Insights:
Structural U.S. Premium: U.S. equiti...
2025-03-28
BlackRock/iShares
Bright spots in global stocks
BlackRock Investment Institute analyzes recent global equity trends, highlighting structural opportunities outside the U.S. despite ongoing policy uncertainty and macro volatility.
Key Insights:
Global Equity Rotation: U.S. equity und...
2025-03-28
NatWest Group
Spring Statement
NatWest’s latest analysis of the UK Spring Statement outlines the Chancellor’s efforts to regain fiscal headroom through targeted welfare reforms, efficiency measures, and selective investment—while highlighting persistent structura...
2025-03-28
Janus Henderson
A New Set Of Winners
Janus Henderson’s latest equity insight highlights the growing need for active management as U.S. market leadership broadens beyond the mega-cap “Magnificent 7,” creating new investment opportunities amid rising dispersion.
Key I...
