Amundi Asset Managers
US inflation surprises on the upside
The latest Weekly Market Directions report from Amundi Investment Institute provides key insights into global markets, inflation trends, and investment opportunities.
US Inflation Trends: January’s CPI exceeded expectations, p...
2025-02-21
2025-02-21
Allianz Global Investors
How is digitalisation shaping wealth management?
The featured report by Allianz Global Investors explores the impact of digitalisation on wealth management, highlighting key trends and strategic opportunities.
Rise of Digital Investing: Younger, tech-savvy investors are driving demand...
2025-02-21
MFS Investment Management
Macro Talking Points
This financial report provides insights into key macroeconomic trends impacting fixed income markets, with a focus on US inflation, European investment-grade (IG) credit, and currency dynamics.
US inflation remains volatile, with seasonal...
2025-02-19
Nuveen
Familiarity breeds investment ideas
The featured CIO commentary provides insights into market volatility driven by inflation data, trade tensions, and shifting Fed expectations. Key takeaways include:
Inflation Surprise: January’s CPI data exceeded expectations,...
2025-02-19
Schroders
Economic and Strategy Viewpoint – Q1 2025
Schroders latest macroeconomic outlook for Q1 2025 analyzes key trends across global markets and economic policy shifts.
Global Growth: Expected to moderate at 2.5% in 2025, with a slight acceleration to 2.8% in 2026. &nbs...
2025-02-19
BlackRock/iShares
AI a key driver of the power outlook
BlackRock Investment Institute’s latest report explores how artificial intelligence (AI) is driving power demand and shaping investment opportunities.
AI-related infrastructure and utilities are experiencing strong growth.
U.S. me...
2025-02-18
AXA Investment Managers
Under Surveillance
The latest Macrocast report from AXA Investment Managers examines key global economic developments, with a focus on inflation trends, geopolitical risks, and market implications.
US Inflation Rebound: Core inflation rose unexpectedly in J...
2025-02-18
NatWest Group
Can it pick up momentum?
The latest financial report analyzes the UK’s economic performance in Q4 2024, highlighting growth challenges and inflationary pressures.
UK GDP grew by 0.4% in December but only 0.1% for the quarter, with weak investment and stagna...
2025-02-17
GMO
Beyond China
The latest GMO report, Beyond China, explores the significant shift in global supply chains away from China and the resulting investment opportunities.
Key drivers of this shift include geopolitical tensions, supply chain disruptions, an...
2025-02-17
Northern Trust
A New Transatlantic Trade War Looms
The featured repot by Northern Trust explores escalating trade tensions between the U.S. and the EU, focusing on new tariffs on steel and aluminum. Key takeaways include:
The U.S. has imposed 25% tariffs on steel and aluminum, reviving pas...
