Nuveen
Navigating Crosscurrents
Nuveen’s July 2025 update, led by Tony Rodriguez, assesses the Fed’s cautious stance amid tariff-driven distortions and moderating economic momentum.
The Fed maintained its policy rate at 4.25–4.50%, signaling caution on cu...
2025-08-05
2025-08-05
Northern Trust
The Great Unwind
Northern Trust’s global economist roundtable, hosted by Carl Tannenbaum, examines the unraveling of globalization and its economic and policy consequences across key regions.
The U.S. remains the primary engine of global consumption, i...
2025-08-05
Vanguard
Rebalancing Over Chasing: How Allocators Are Staying Disciplined in 2025
This Vanguard report, produced by the Investment Advisory Research Center, analyzes mid-year 2025 mutual fund and ETF flows to assess allocator behavior relative to market performance and risk appetite.
Despite equity markets delivering doub...
2025-08-05
NatWest Group
Tariffs Temper Growth Outlook as Labour Markets Show Strain
NatWest’s latest economic commentary assesses the delicate balance between transatlantic trade détente, persistent inflation, and signs of a cooling U.S. labour market.
The EU–US trade agreement eases tensions, reducing ta...
2025-07-31
Robeco
Climate Engagement in Action: How Active Ownership Drives Transition Outcomes
Robeco’s Q2 2025 Active Ownership Report highlights the firm’s intensified engagement efforts on global warming, biodiversity, and human rights, offering transparency into how shareholder influence supports decarbonization goals...
2025-07-31
BlackRock/iShares
Stablecoins Enter the Mainstream: U.S. Legislation Signals Long-Term Integration
In its July 28, 2025 commentary, the BlackRock Investment Institute examines the growing significance of stablecoins and their integration into the global financial system, driven by the recently passed Genius Act.
U.S. legislation now forma...
2025-07-31
WisdomTree
Growth and Momentum Dominate in a Diverging Global Landscape
WisdomTree’s Q2 2025 Equity Factor Review, authored by Pierre Debru, dissects how macro policy shifts and earnings dispersion shaped regional equity factor performance and portfolio strategy.
Growth and Momentum led globally, lifted by...
2025-07-30
UBS Asset Management
Global Real Estate Rebound: UGA Targets Niche Growth and Resilient Yield
UBS Asset Management’s UGA – Real Estate Q3 2025 interview with David Kozlicki highlights how global diversification, tailored access, and thematic investing are driving renewed interest in private real estate.
Strategic deployme...
2025-07-30
DWS
A Fragile Truce: US-EU Tariff Deal Reduces Uncertainty, but Not Without Cost
DWS’s CIO Flash (July 28, 2025) analyzes the preliminary US-EU trade agreement, highlighting its near-term market implications, economic trade-offs, and sector-level impacts for global investors.
Tariff reset reshapes trade:&...
2025-07-30
MFS Investment Management
Consumer Spending as a Market Catalyst
MFS’s July 2025 equity insights, led by strategist Ross Cartwright, underscore the critical role of consumer health in shaping equity returns across developed markets.
US consumers remain resilient, though cracks are emerging among low...
