NatWest Group
Tarrif-ic times ahead
NatWest’s latest economic briefing explores the evolving landscape of UK and global markets amid shifting inflation trends, labour market dynamics, and escalating trade tensions.
Key Takeaways:
UK inflation unexpectedly dropped to 2.6%...
2025-04-24
2025-04-23
Allianz Global Investors
What is the Net Zero Alignment Share and how does it help to manage climate transition strategies?
Allianz Global Investors introduces the Net Zero Alignment Share as a proprietary tool to help investors assess and support companies’ readiness for a net zero future. Designed to drive long-term sustainability-focused capital allocation,...
2025-04-23
Schroders
Trump tariffs: how might the EU respond?
**Title: Tariff Test: How the EU Might Counter Trump’s Trade Strategy**
Schroders’ latest insight, led by European Economist Irene Lauro, analyzes the EU’s potential responses to the reintroduced U.S. tariffs under former Preside...
2025-04-22
Northern Trust
Oh, Canada
Northern Trust’s latest Weekly Economic Commentary provides a timely analysis of Canada’s economic challenges amidst shifting trade dynamics, softening sentiment indicators, and geopolitical uncertainty.
Tensions with the U.S., incl...
2025-04-22
Nuveen
U.S. equity earnings vs. escalating economic fears
Nuveen’s Global Investment Committee, led by CIO Saira Malik, examines the U.S. equity landscape amid softening sentiment and persistent macro uncertainty driven by trade tensions and inflation concerns.
Market volatility eased temporaril...
2025-04-22
MFS Investment Management
Shifting Liquidity Dynamics a Potential US Equity Headwind
n this April 2025 Strategist’s Corner, MFS’s Robert Almeida explores how tightening liquidity conditions and macro headwinds may reshape equity performance, especially in the U.S. market.
Elevated trading volumes in April contrast w...
2025-04-17
Invesco
Emerging Market Macro Insights
Invesco’s latest macro report highlights early 2025 resilience in EM local debt markets despite rising global uncertainty tied to U.S. trade policy shifts.
Key Insights:
EM Debt Resilience: Local debt markets began 2025 strong, su...
2025-04-16
Robeco
Measuring nature in investments
This white paper, developed by Robeco with input from WWF-NL and leading institutional investors, introduces the Biodiversity Traffic Light to support investment strategies that address biodiversity risks and opportunities.
Biodiversity loss po...
2025-04-16
Legal & General Investment Management
Unlocking Opportunity in BB Private Credit
This whitepaper by Hymans Robertson and Legal & General explores how UK life insurers can strategically integrate sub-investment grade (SIG) private debt—especially BB-rated credit—into Matching Adjustment (MA) portfolios following So...
2025-04-15
Nuveen
Fixed income trades amid the tariff tirade
Nuveen’s Global Investment Committee, led by CIO Saira Malik, delivers timely insights into fixed income strategy during a period of heightened market volatility driven by global trade tensions and tariff shocks.
Key Insights:
Tariff V...
