AXA Investment Managers
COP16: Important outcomes despite crucial issues unresolved
This AXA IM report analyzes outcomes from COP16, emphasizing biodiversity as a growing priority for investors and policymakers.
• Key Achievements: Establishment of the Cali Fund for benefit-sharing with indigenous communities and expand...
2024-11-22
2024-11-22
BlackRock/iShares
On the Historical Outperformance of Private Equity
This BlackRock whitepaper, authored by its Private Equity Partners team, evaluates the historical outperformance of private equity against public market benchmarks.
• Performance Insights: Private equity delivered an annualized return of...
2024-11-22
Edmond de Rothschild
The Bull And The Elephant In The (Same) Room
This CIO letter from Edmond de Rothschild Asset Management provides a market outlook following the 2024 U.S. elections, focusing on the "Trump trade" and global economic divergences.
• U.S. Market Trends: The "Trump trade&...
2024-11-20
VanEck
Schone waterstof: op een kantelpunt?
This whitepaper from VanEck, authored by Roel Houwer, evaluates the potential of clean hydrogen as a key driver in the energy transition.
• Key Growth Drivers: Government commitments, declining costs of production, and scalable technolog...
2024-11-20
AXA Investment Managers
Paying Tax Cuts with Carbon
This macroeconomic outlook by AXA Investment Managers analyzes the fiscal and inflationary challenges under the Trump administration's proposed policies.
• Fiscal Policy: Proposed tax cuts face significant funding gaps; strategies ma...
2024-11-20
State Street Global Advisors
Weekly Economic Perspectives
This report by State Street Global Advisors highlights key developments in global inflation trends and fiscal policy.
• U.S. Inflation: Core inflation steady at 3.3% YoY in October; shelter inflation eases but remains critical...
2024-11-19
NatWest Group
A Chill in the Air
This NatWest economic report provides a snapshot of the UK, U.S., and global economies as they navigate inflation, labor market shifts, and climate policy challenges.
• UK Outlook: GDP grew 0.1% in Q3, while cooling labor market conditio...
2024-11-19
Nuveen
Municipal bond deals: Let’s make a yield
This weekly commentary from Nuveen, authored by Saira Malik and the Global Investment Committee, evaluates post-election market trends and investment opportunities.
• Equities Outlook: U.S. equities are up 20% in 2024, though stretched v...
2024-11-19
J.P. Morgan Asset Management
The Weekly Brief
This weekly market brief by J.P. Morgan provides a focused analysis of recent global market movements and economic trends.
• Equity Markets: U.S. equities continued to rally, supported by strong corporate earnings, while European markets...
2024-11-18
Northern Trust
Never A Dull Moment
This Northern Trust report, led by Carl R. Tannenbaum, provides an updated outlook on U.S. economic conditions and interest rate trends following the 2024 election.
• Economic Growth: U.S. GDP grew at 2.8% annualized in Q3, driven by str...
