Invesco
Emerging Market Macro Insights
Invesco’s latest macro report highlights early 2025 resilience in EM local debt markets despite rising global uncertainty tied to U.S. trade policy shifts.
Key Insights:
EM Debt Resilience: Local debt markets began 2025 strong, su...
2025-04-17
2025-04-16
Robeco
Measuring nature in investments
This white paper, developed by Robeco with input from WWF-NL and leading institutional investors, introduces the Biodiversity Traffic Light to support investment strategies that address biodiversity risks and opportunities.
Biodiversity loss po...
2025-04-16
Legal & General Investment Management
Unlocking Opportunity in BB Private Credit
This whitepaper by Hymans Robertson and Legal & General explores how UK life insurers can strategically integrate sub-investment grade (SIG) private debt—especially BB-rated credit—into Matching Adjustment (MA) portfolios following So...
2025-04-15
Nuveen
Fixed income trades amid the tariff tirade
Nuveen’s Global Investment Committee, led by CIO Saira Malik, delivers timely insights into fixed income strategy during a period of heightened market volatility driven by global trade tensions and tariff shocks.
Key Insights:
Tariff V...
2025-04-15
Northern Trust
A Week Of Whiplash
In this week’s edition, Northern Trust’s Global Economic Research team assesses the intensifying global tariff tensions and their implications for markets, trade policy, and economic strategy.
Key Insights:
Tariff Volatility:&nbs...
2025-04-15
DWS
Europe’s time to shine
This CIO Special from DWS Investment GmbH evaluates Europe’s economic and market prospects amid heightened global trade tensions and substantial German fiscal reforms.
European equities outperformed U.S. stocks by the widest margin in 25...
2025-04-14
Amundi Asset Managers
Seven insights to navigating trade war turbulence
### **Amundi Investment Institute – Topic of the Month: Navigating a Trade War Economy (April 2025)**
Amundi’s investment strategists present their view on adapting portfolios to structural shifts triggered by escalating global trade t...
2025-04-14
Edmond de Rothschild
Has Liberation Day Reversed?
Edmond de Rothschild Asset Management provides a timely update on global market dynamics shaped by the dramatic escalation of U.S.–China tariffs and shifting investor sentiment.
Key Insights:
Tariff Turbulence: U.S. tariffs surged...
2025-04-14
Allianz Global Investors
The German special infrastructure fund Let‘s make something out of it!
AllianzGI outlines the strategic importance of Germany’s €500 billion “Sondervermögen” infrastructure fund, emphasizing how targeted deployment can catalyze private investment and drive sustainable modernization.
Key In...
2025-04-11
Robeco
Emerging markets debt: Coming of age
This report, produced by Robeco’s multi-asset strategy team, delivers a comprehensive assessment of market conditions and investment themes as of March 2025, with a focus on emerging market debt and shifting macroeconomic dynamics.
US equ...
