Robeco
Blinded by tariffs
Trade policy uncertainty is shaping global monetary policy, with major central banks responding differently. This report, prepared by global macro strategists at Robeco, analyzes key developments:
-Federal Reserve: Holding rates steady amid inf...
2025-02-25
2025-02-25
Legal & General Investment Management
FX for the long run?
This financial report explores the strategic role of foreign exchange (FX) hedging in long-term investment portfolios.
Lower hedge ratios may be preferable over extended horizons, especially when factoring in hedging costs.
Curre...
2025-02-25
NatWest Group
Stabilising, but risks persist
The featured report provides a nuanced analysis of economic trends in the UK, US, and Eurozone, highlighting both opportunities and challenges for investors.
Key insights:
UK economy: Modest signs of recovery, with retail sales and con...
2025-02-24
Schroders
Why DeepSeek won’t change the trajectory of AI investment
Schroders' report analyzes the impact of DeepSeek, a Chinese AI startup, on global AI investment trends. While its low-cost model initially unsettled markets, key investors have maintained or even increased their AI spending.
Key I...
2025-02-24
Northern Trust
Long And Variable Lags
Northern Trust's latest U.S. Economic & Interest Rate Outlook analyzes key macroeconomic trends and policy developments shaping financial markets.
The Federal Reserve remains in a holding pattern, awaiting further data on inflati...
2025-02-24
Edmond de Rothschild
As Peace Talks Between Russia And Ukraine Start, Donald Trump Remains Unpredictable
Edmond de Rothschild’s latest market flash analyzes key global economic and geopolitical events shaping financial markets.
European equities initially surged on optimism around Ukraine peace talks but later declined due to Trump...
2025-02-21
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
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,...
