Invesco
Global Fixed Income Strategy
This report, authored by Invesco Fixed Income, presents insights from the November IFI Summit on global macroeconomic trends, market risks, and investment opportunities in 2025. &n...
2025-01-03
2025-01-03
WisdomTree
Japan as a Magnificent 7 diversifier
This WisdomTree Insight explores Japan’s economic recovery and its role as a diversification opportunity for global portfolios.
• Economic Stabilization: Despite volatile growth, Japan shows resilience, driven by strong...
2025-01-03
BlackRock/iShares
2025 Private Markets Outlook
The 2025 Private Markets Outlook report from BlackRock highlights the transformative potential of private markets amid a shifting economic landscape. Contributors include leading experts across private debt, equity, real estate, and infrastructure.&n...
2024-12-31
VanEck
Uranium fuels the nuclear industry’s new dawn?
This Whitepaper explores the revival of the nuclear industry and its implications for uranium as a key commodity, driven by rising energy demands and the push for low-carbon solutions.
• Industry Growth: Over 59 reactors under const...
2024-12-31
MFS Investment Management
2025: 6 Key Themes
This MFS Investment Outlook for 2025 outlines key economic and market themes, offering insights into navigating a shifting global landscape.
• U.S. Growth: The "no-landing" scenario with robust GDP growth and record corpor...
2024-12-30
Allianz Global Investors
Precision agriculture yielding
This report by Allianz explores the transformative potential of precision agriculture technologies in addressing global food security, climate challenges, and labor shortages.
• Technological Advancements: Innovations like GPS, Io...
2024-12-30
Edmond de Rothschild
The US and Europe Continue To Diverge
This Edmond de Rothschild Market Flash offers an update on global market trends and economic insights as of December 2024.
• Equity Markets: U.S. equities remain resilient with strong earnings support, while European markets face...
2024-12-30
Robeco
Separate lanes
This Robeco report analyzes the diverse monetary policy paths of major central banks as of December 2024.
• Federal Reserve: Slowing rate cuts due to inflation risks, with the federal funds rate projected to reach 3.5% by lat...
2024-12-23
Northern Trust
Reflections On 2024
This report reflects on key economic and political developments of 2024, offering insights into the evolving global landscape and their implications for 2025.
• Political Shifts: Over 70 countries held elections, with signifi...
2024-12-23
GMO
Bargain, Value Trap Or Something In Between
The GMO Quarterly Letter (Q4 2024), authored by Ben Inker and Anna Chetoukhina, analyzes underperforming equity markets and outlines investment opportunities.
• U.S. Large Value Equities: Among the cheapest in history, poised for po...
