State Street Global Advisors
Sector & Equity Compass - Beyond the Inauguration
State Street Global Advisors’ latest Sector & Equity Compass provides key insights into sector and equity market trends for Q1 2025, addressing major macroeconomic themes and investor behavior.
Key Insights:
• US Ex...
2025-02-04
2025-02-04
Northern Trust
Trump Card
Northern Trust’s latest Global Economic Outlook examines key macroeconomic Key Insights:
• U.S. Policy Uncertainty: Tariffs, immigration policies, and government spending remain key economic risks.
&...
2025-02-04
NatWest Group
Pushing forward, no matter the odds
The latest NatWest Market Commentary examines key global economic developments, including UK infrastructure investments, monetary policy shifts, and geopolitical trade risks.
Key Insights:
• UK Growth Agenda: Chan...
2025-01-30
Legal & General Investment Management
Active Fixed Income Outlook: Trump arrives
The latest Q1 2025 Fixed Income Outlook explores the impact of shifting economic policies, geopolitical risks, and market technicals on fixed income strategies.
Key Takeaways:
• US Policy & Market Reactions: The return...
2025-01-30
Blue Bay Asset Management
Indonesia and Vietnam: writing their own stories
Read about the evolving economic landscapes of Indonesia and Vietnam, assessing key structural shifts, investment opportunities, and geopolitical influences.
Key Takeaways:
• Indonesia's Transformation: Infrastructure investm...
2025-01-30
Van Lanschot Kempen
The investment case for Farmland
The featured report explores the renewed interest in farmland as a sustainable and resilient investment, highlighting its role in inflation protection, diversification, and long-term value creation.
Key Takeaways:
• Inflation Hed...
2025-01-29
Northern Trust
Weekly Economic Commentary
The featured weekly by Northern Trust explores critical developments in U.S. fiscal policy, tariffs, and China's economic trajectory, providing insights for investors navigating these shifting dynamics.
Key Highlights:
• U.S. F...
2025-01-29
Nuveen
Investing in a power- hungry economy
This report examines the U.S. economy's resilience amid restrictive monetary policies and explores key structural trends shaping investment opportunities.
Key Insights:
Economic Resilience: U.S. industrial production spiked in December 2...
2025-01-28
NatWest Group
Stressed but steady
Read a comprehensive overview of global and regional economic trends, emphasizing challenges in growth, inflation, and policy responses.
Key Highlights:
• UK Economy: Rising unemployment (4.4%) and strong wage growth (+5.6% YoY) complic...
2025-01-28
Capital Group
Fixed Income Perspectives - Q1 2025
Read expert perspectives on fixed-income investment strategies for Q1 2025 from Capital Group, offering a deep dive into market trends, monetary policy, and portfolio positioning.
• US Growth Leadership: The US continues to drive gl...
