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
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...
2025-03-21
Nuveen
The Fed holds the line, watching for policy signals
Nuveen’s latest report analyzes the Federal Reserve’s decision to keep rates steady while navigating heightened economic uncertainty and inflation risks.
Key Insights:
Rate Policy: The Fed maintained its t...
2025-03-21
BlackRock/iShares
Policy uncertainty a risk to U.S. growth
The featured report by BlackRock Investment Institute assesses the impact of prolonged policy uncertainty on U.S. economic growth and market sentiment.
Key Insights:
Market Doubts on U.S. Growth: The S&P 500 has declined 4% YTD, w...
2025-03-21
State Street Global Advisors
Emerging Market Debt Market Commentary: February 2025
Shifting trade policies, central bank actions, and currency fluctuations are reshaping the emerging market (EM) debt landscape, creating both risks and opportunities for investors.
Key Insights:
Tariff Uncertainty: U.S. tariffs on...
2025-03-20
UBS Asset Management
Adapting to economic trends in real estate
UBS Asset Management provides insights into the evolving real estate landscape, highlighting key economic drivers and investment opportunities in 2025.
Key Insights:
Impact of Economic Shifts: Real estate must adapt to tren...
2025-03-20
AXA Investment Managers
Renouncing Privileges
AXA Investment Managers analyzes the potential shift in the global financial system as the US considers policies that could impact the dollar’s dominance.
Key Insights:
US Dollar Uncertainty: Discussions in Wash...
