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
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...
2024-11-18
Edmond de Rothschild
Wallstreet Continues To Stand Out From The Crowd
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This Edmond de Rothschild market flash report analyzes recent global market developments and strategic implications for investors.
• U.S. Markets: "American exceptionalism" drives investor preference for U.S. equitie...
2024-11-18
AllianceBernstein
Opportunities Amidst Divergence
This mid-year investment outlook from Invesco highlights the economic and market trends shaping asset allocation strategies for 2024.
• Global Growth: Despite restrictive monetary policies, global growth remains resilient, with the U.S....
2024-11-15
Allianz Global Investors
Forget the high yield myths: rethinking a USD 2.2 trillion market
This Allianz Global Investors report, led by David Newman and Jan King, dispels common misconceptions about high-yield fixed income and presents its potential in diversified portfolios.
• Portfolio Benefits: High-yield bonds offer strong...
