NatWest Group
A Chill in the Air
This NatWest economic report provides a snapshot of the UK, U.S., and global economies as they navigate inflation, labor market shifts, and climate policy challenges.
• UK Outlook: GDP grew 0.1% in Q3, while cooling labor market conditio...
2024-11-19
2024-11-19
Nuveen
Municipal bond deals: Let’s make a yield
This weekly commentary from Nuveen, authored by Saira Malik and the Global Investment Committee, evaluates post-election market trends and investment opportunities.
• Equities Outlook: U.S. equities are up 20% in 2024, though stretched v...
2024-11-19
J.P. Morgan Asset Management
The Weekly Brief
This weekly market brief by J.P. Morgan provides a focused analysis of recent global market movements and economic trends.
• Equity Markets: U.S. equities continued to rally, supported by strong corporate earnings, while European markets...
2024-11-18
Northern Trust
Never A Dull Moment
This Northern Trust report, led by Carl R. Tannenbaum, provides an updated outlook on U.S. economic conditions and interest rate trends following the 2024 election.
• Economic Growth: U.S. GDP grew at 2.8% annualized in Q3, driven by str...
2024-11-18
Edmond de Rothschild
Wallstreet Continues To Stand Out From The Crowd
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This Edmond de Rothschild market flash report analyzes recent global market developments and strategic implications for investors.
• U.S. Markets: "American exceptionalism" drives investor preference for U.S. equitie...
2024-11-18
AllianceBernstein
Opportunities Amidst Divergence
This mid-year investment outlook from Invesco highlights the economic and market trends shaping asset allocation strategies for 2024.
• Global Growth: Despite restrictive monetary policies, global growth remains resilient, with the U.S....
2024-11-15
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
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...
