Northern Trust
Transatlantic Tensions and U.S. Shifts: What Investors Need to Know Now
This Northern Trust commentary—authored by Chief Economists Tannenbaum, Boyle, and Tandon—offers timely insight into escalating U.S.-EU trade tensions, evolving immigration policy, and shifting investor sentiment around U.S. exceptionalis...
2025-06-05
2025-06-05
Nuveen
Powering Through Volatility: AI, Tariffs & Infrastructure in Focus
This CIO Weekly Commentary from Nuveen’s Global Investment Committee, led by CIO Saira Malik, offers a strategic outlook on market volatility, inflation data, and infrastructure investment opportunities amid evolving macro risks.
Tarif...
2025-06-05
Allianz Global Investors
India: Geopolitical Winner in a Fragmenting Global Economy
This Allianz Global Investors report by Sarah Lien and Anand Gupta analyzes India’s strengthening macro and strategic positioning amid evolving U.S.-China tensions and shifting global trade dynamics.
Strategic Advantage: India&rsq...
2025-06-02
Allianz Global Investors
Fixed Income Focus: Navigating May’s Macro Tailwinds
In its latest edition, the Fixed Income team at PGIM explores the evolving landscape of global fixed income markets, identifying key drivers and risks amid mixed macroeconomic signals.
Despite elevated inflation, central banks maintain a cau...
2025-06-02
Pictet Asset Management
Unlocking Nature’s Capital: How Biodiversity Finance is Reshaping Investment Strategy
This report by Pictet Asset Management, authored by Philipp Buß and Stephen Freedman, explores how biodiversity-related risks and opportunities are transforming global financial markets.
Key Insights:
Surge in Nature Bonds: Biodiver...
2025-06-02
Neuberger Berman
Cracks in U.S. Exceptionalism? Rethinking Global Asset Correlations
In this timely report, Neuberger Berman’s Laura Fried dissects recent market anomalies to uncover the true drivers behind perplexing asset class correlations and shifting global capital flows.
Key Insights:
Synchronized Sell-Off: Ap...
2025-05-30
Edmond de Rothschild
Markets in Pause Mode: Caution Ahead of Data and Central Bank Moves
In this edition of Market Flash, Edmond de Rothschild’s investment team explores the cautious market sentiment leading up to critical macro data releases and central bank decisions.
Global equity markets are holding steady as inve...
2025-05-30
DWS
Bunds Are Back: Renewed Appeal Amid Shifting Macro Conditions
With yields back above 2% and disinflation gaining ground, this CIO Special explores why German Bunds are regaining investor interest.
Disinflation trends and weakening economic data are supporting expectations for rate cuts in the eurozone....
2025-05-28
Janus Henderson
EU Tariffs, Trade Tensions, and Market Reactions: What Lies Ahead?
A new report from Janus Henderson Investors evaluates the market implications of President Trump's proposed 50% tariffs on EU imports, analyzing likely economic fallout and investor sentiment.
Key Insights:
The 90-day EU tariff pause...
2025-05-28
AXA Investment Managers
Tariff Turbulence: Markets React as U.S. Fiscal Risks Mount
As global markets brace for escalating trade tensions, this AXA IM Macrocast offers a comprehensive analysis of the economic fallout from the proposed 50% U.S. tariff on EU imports and its broader implications.
A 50% U.S. tariff could cause...
