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
2025-04-04
UBS Asset Management
Switzerland – Real Estate Outlook
UBS Asset Management’s latest Swiss real estate outlook highlights the sector’s recovery following valuation adjustments, supported by falling interest rates, rising demand, and resilient macro fundamentals.
Key Insights:
Return...
2025-04-04
State Street Global Advisors SPDR
Emerging Market Debt Outlook
State Street Global Advisors presents a constructive outlook on Emerging Market Debt (EMD) for 2025, emphasizing the influence of U.S. monetary and fiscal policy on EM assets.
Key Insights:
Hard Currency Advantage: Continued preference...
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...
