Nuveen
Wheels down, elevation up: Five themes for a new economic landing
Nuveen’s Global Investment Committee outlines five key portfolio themes for navigating a higher-rate, slower-growth environment, emphasizing credit selectivity, real assets, and small-cap resilience.
Key Insights:
Relative va...
2025-04-01
2025-04-01
Northern Trust
Is Another Currency Accord Ahead?
Northern Trust’s latest Weekly Economic Commentary explores rising speculation around U.S. currency policy shifts, including the proposed “Mar-a-Lago Accord,” and assesses global foreign exchange dynamics.
Key Insights: &nbs...
2025-04-01
NatWest Group
Betting on a rebound
NatWest’s latest economic update reviews the UK’s Spring Statement and the broader macro environment, highlighting policy adjustments, inflation pressures, and early signs of recovery.
Key Insights:
Fiscal Headroom Restored: ...
2025-03-31
Van Lanschot Kempen
Mind the gap!
Van Lanschot Kempen’s Dividend Team analyzes persistent valuation gaps between U.S. equities and global markets, revealing structural drivers and hidden opportunities.
Key Insights:
Structural U.S. Premium: U.S. equiti...
2025-03-28
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
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...
