Allianz Global Investors
Forget the high yield myths: rethinking a USD 2.2 trillion market
This Allianz Global Investors report, led by David Newman and Jan King, dispels common misconceptions about high-yield fixed income and presents its potential in diversified portfolios.
• Portfolio Benefits: High-yield bonds offer strong...
2024-11-15
2024-11-15
Van Lanschot Kempen
Asset Allocation Outlook
This asset allocation outlook from Van Lanschot Kempen, led by Joost van Leenders, provides insights into current market dynamics and tactical adjustments for portfolio strategy.
• Equity Positioning: Overweight in U.S. equities is maint...
2024-11-14
Capital Group
Welkom in de Benjamin Button-economie
This report from Capital Group, led by economist Jared Franz, explores the “Benjamin Button” economy, where the U.S. appears to revert to mid-cycle growth dynamics.
• Economic Cycle: Indicators suggest the U.S. economy is in...
2024-11-14
Legal & General Investment Management
Moving toward future-proof portfolios
This report from LGIM, led by Marc Rovers, outlines strategies for aligning financial performance with climate objectives in fixed income portfolios.
• Dual Objectives: LGIM’s approach integrates net-zero goals with financial retur...
2024-11-13
GMO
Don't Miss Out
This report from GMO, led by Catherine LeGraw, highlights the unique investment opportunity presented by deep value stocks in today's market.
• Deep Value: Currently, deep value stocks are trading at historic discounts, with valuatio...
2024-11-13
Edmond de Rothschild
Europe stands to lose from Donald Trump’s “America first” stance
This market flash report from Edmond de Rothschild analyzes current market trends and economic outlooks in light of recent geopolitical and economic events.
• Market Sentiment: Investor caution is prevalent due to ongoing geopolitic...
2024-11-13
MFS Investment Management
The Big Mac
This fixed income report by MFS Strategy and Insights Group evaluates current credit market conditions and return prospects for institutional investors.
• Credit Spreads: U.S. investment-grade spreads are historically tight, with spreads...
2024-11-12
DWS
Markets Won't Regret Change Of German Government
This report by DWS, examines recent developments in German politics and their potential impact on financial markets.
• Political Shift: Chancellor Scholz’s dismissal of Finance Minister Lindner signals an end to the coalition, like...
2024-11-12
GMO
Beyond The Factor
This white paper from GMO, authored by Rick Friedman, Catherine LeGraw, and John Thorndike, explores GMO's refined approach to value investing amid changing market dynamics.
• Value Investing Evolution: Traditional metrics have grown...
2024-11-12
Northern Trust
Reflections On The Elections
This Northern Trust report provides insights into the expected economic impacts of the 2024 U.S. election results.
• Political Landscape: Republicans are set to control the White House and likely both chambers, enabling a robust policy a...
