BlackRock/iShares
Bright spots in global stocks
BlackRock Investment Institute analyzes recent global equity trends, highlighting structural opportunities outside the U.S. despite ongoing policy uncertainty and macro volatility.
Key Insights:
Global Equity Rotation: U.S. equity und...
2025-03-28
2025-03-28
NatWest Group
Spring Statement
NatWest’s latest analysis of the UK Spring Statement outlines the Chancellor’s efforts to regain fiscal headroom through targeted welfare reforms, efficiency measures, and selective investment—while highlighting persistent structura...
2025-03-28
Janus Henderson
A New Set Of Winners
Janus Henderson’s latest equity insight highlights the growing need for active management as U.S. market leadership broadens beyond the mega-cap “Magnificent 7,” creating new investment opportunities amid rising dispersion.
Key I...
2025-03-27
GMO
Don't Blame The Middleman
GMO’s Focused Equity team challenges the prevailing narrative around U.S. health insurers, arguing that managed care organizations (MCOs) are vital, misunderstood players in a complex healthcare system—and currently undervalued by the mar...
2025-03-27
Edmond de Rothschild
Mar-a-Lago under watch
Edmond de Rothschild’s Global CIO outlines the potential economic and market impact of a speculative "Mar-a-Lago Accord"—a proposed U.S.-led plan to weaken the dollar through trade and debt restructuring tactics.
Key Insights...
2025-03-25
Nuveen
The Fed holds the line, watching for policy signals
Nuveen’s latest commentary evaluates the Federal Reserve’s decision to maintain rates amid rising macro uncertainty and highlights opportunities for investors navigating the current environment.
Key Insights:
Policy Outlook: The Fed h...
2025-03-25
NatWest Group
Gently does it
NatWest’s latest update explores how central banks are navigating sluggish growth, persistent price pressures, and shifting consumer sentiment across major economies.
Key Insights:
Bank of England Holds Steady: MPC kept rates at&n...
2025-03-25
Northern Trust
Path Dependent
Northern Trust’s latest macroeconomic update assesses how renewed tariff actions, fiscal constraints, and cautious monetary policy are reshaping U.S. growth and inflation expectations.
Key Insights:
Growth Downgrade: Real GDP fore...
2025-03-24
Columbia Threadneedle
Positioning For A Potential Russia-Ukraine War Ceasefire
Columbia Threadneedle Investments analyzes the market and geopolitical implications of a potential ceasefire in the Russia-Ukraine conflict, highlighting areas of opportunity and risk for investors.
Key Insights:
Energy Price Impact:&...
2025-03-24
Edmond de Rothschild
Europe Stays Ahead Of The USA
Edmond de Rothschild Asset Management provides an in-depth look at global market movements, highlighting Europe’s economic resurgence versus lingering U.S. uncertainty.
Key Insights:
Europe Outperforms: Germany’s &eur...
