DWS
Navigating Volatility: Earnings Resilience Supports Cautious Optimism
This Q2 2025 Market Outlook, led by CIO Vincenzo Vedda and the DWS Investment team, provides a data-driven perspective on global asset performance amid geopolitical flux and monetary uncertainty.
Equities remain attractive as corporate...
2025-06-12
2025-06-12
BlackRock/iShares
Finding Clarity in Volatility: Strategic Positioning Amid Policy Shifts
This weekly investment commentary from BlackRock’s Investment Institute reflects insights from their Midyear Forum, offering a focused analysis on capturing investment opportunities in a disruptive macro landscape.
Policy uncertainty a...
2025-06-12
Allianz Global Investors
European Sovereignty: A Strategic Catalyst for Multi-Sector Investment
In this June 2025 report, Allianz Global Investors outlines how the rise of European sovereignty—amplified by geopolitical shifts and global trade realignments—is unlocking investment opportunities across defence, energy, and tech sectors...
2025-06-11
Nuveen
Private Credit Emerges as a Resilient Asset Class Amid Economic Uncertainty
This week’s CIO Commentary, led by Saira Malik and Nuveen’s Global Investment Committee, assesses key macroeconomic signals and their portfolio implications, with a spotlight on the growing role of private credit.
Labor market da...
2025-06-11
Northern Trust
Global Trade Rewires as Tariff Tensions Rise
In this week’s commentary, Northern Trust’s global economics team reflects on recent insights gathered across Asia, analyzing the shifting dynamics of global trade under evolving U.S. tariff policy.
Asian sentiment signals adjust...
2025-06-11
NatWest Group
Balancing Acts: Resilient Labour, Sticky Inflation, and Fading Tariff Fears
Authored by the NatWest Chief Economist team, this report delivers a multi-region economic update with a focus on inflation dynamics, monetary policy shifts, and the evolving impact of trade policy uncertainty.
UK firms report easing concern...
2025-06-05
Northern Trust
Transatlantic Tensions and U.S. Shifts: What Investors Need to Know Now
This Northern Trust commentary—authored by Chief Economists Tannenbaum, Boyle, and Tandon—offers timely insight into escalating U.S.-EU trade tensions, evolving immigration policy, and shifting investor sentiment around U.S. exceptionalis...
2025-06-05
Nuveen
Powering Through Volatility: AI, Tariffs & Infrastructure in Focus
This CIO Weekly Commentary from Nuveen’s Global Investment Committee, led by CIO Saira Malik, offers a strategic outlook on market volatility, inflation data, and infrastructure investment opportunities amid evolving macro risks.
Tarif...
2025-06-05
Allianz Global Investors
India: Geopolitical Winner in a Fragmenting Global Economy
This Allianz Global Investors report by Sarah Lien and Anand Gupta analyzes India’s strengthening macro and strategic positioning amid evolving U.S.-China tensions and shifting global trade dynamics.
Strategic Advantage: India&rsq...
2025-06-02
Allianz Global Investors
Fixed Income Focus: Navigating May’s Macro Tailwinds
In its latest edition, the Fixed Income team at PGIM explores the evolving landscape of global fixed income markets, identifying key drivers and risks amid mixed macroeconomic signals.
Despite elevated inflation, central banks maintain a cau...
