Columbia Threadneedle
2025 CEO outlook: Is the U.S. market too good to be true?
The featured report explores key market dynamics and investment opportunities for the year ahead, emphasizing resilience and diversification.
Key Insights:
• U.S. Market Resilience: U.S. equities maintained strength in 2024, driven by...
2025-01-21
2025-01-21
Van Lanschot Kempen
Asset Allocation Outlook
The January 2025 Asset Allocation Outlook, authored by Van Lanschot Kempen’s investment team, analyzes global market performance and provides key investment strategies for the year ahead.
Key Highlights:
• Equities: Strong 20...
2025-01-21
State Street Global Advisors
Weekly Market Update
The State Street Weekly provides a detailed analysis of the economic and market trends influencing asset allocation strategies for 2025.
Key Insights:
• Small Caps vs. Yields: Rising 5-year U.S. Treasury yields to 4.6% hav...
2025-01-20
Edmond de Rothschild
Markets Enjoy A Breath Of Fresh Air
This Market Flash by Edmond de Rothschild provides an update on recent global market trends and economic developments, highlighting key factors influencing equities, bonds, and commodities.
Key Insights:
• U.S. Inflat...
2025-01-20
Allianz Global Investors
Bullish outlook for EM debt in 2025 – but mind the volatility
This Report by Allianz provides a comprehensive outlook for emerging market (EM) debt in 2025, highlighting key opportunities and challenges for professional investors.
Key Insights:
• Opportunities: Resilient EM GDP growth (3.4%...
2025-01-15
AXA Investment Managers
Bad Timing (for everyone)
The AXA IM Macrocast provides a detailed analysis of global macroeconomic trends and their implications for financial markets.
Key Highlights:
• U.S. Yields: Rising long-term yields driven by strong labor market data and fiscal stimulus...
2025-01-15
Nuveen
Why munis can thrive in 2025
This report highlights key themes for municipal bonds and their potential for attractive returns in 2025 amidst economic and fiscal policy shifts.
• Higher-for-Longer Rates: Persistent inflation and resilient economic data reduce the lik...
2025-01-14
Robeco
European equity – it is always darkest before the dawn!
This Outlook by Robeco examines global economic trends and offers strategic guidance for navigating volatile markets.
Key Highlights:
• U.S. Markets: A sharp December sell-off followed Federal Reserve comments predicting higher-t...
2025-01-14
NatWest Group
Balancing act
This NatWest Economic Update examines the mixed global economic outlook as we enter 2025, focusing on inflation pressures, labor market dynamics, and policy shifts across key regions.
Key Insights:
• UK Economy: Weak retail...
2025-01-14
J.P. Morgan Asset Management
Thought of the week
This Weekly Market Brief provides insights into global market trends and economic developments, focusing on equity performance, fixed income, and commodities.
Key Highlights:
• Equities: U.S. stocks outperformed, driven by s...
