Amundi Asset Managers
Fed Dilemma: Weak Jobs, Sticky Inflation, and Market Expectations
Amundi Investment Institute’s Weekly Market Directions (25 August 2025) reviews macroeconomic shifts and their implications for asset allocation.
United States: Job growth slowed to ~35k over three months, while core inf...
2025-08-29
2025-08-29
Blue Bay Asset Management
China’s Innovation Engine: From Copycat to Global Tech Leader
RBC Global Asset Management’s Notes from the Road (August 2025) details China’s transition from manufacturing hub to global technology powerhouse, drawing on on-the-ground research.
R&D & patents: China now...
2025-08-29
Allianz Global Investors
France’s Political Turmoil Adds Headwinds to Europe but Limits Contagion Risks
Allianz Global Investors’ August 2025 France in the Spotlight note by Chief Economist Christian Schulz assesses how rising instability in Paris could affect markets and the eurozone.
Prime Minister Bayrou’s confidence v...
2025-08-28
NatWest Group
Growth Holds, But Inflation Clouds the Outlook
NatWest’s Chief Economist Commentary reviews how UK and global growth momentum contrasts with stubborn inflation, complicating policy paths.
UK: CPI hit 3.8% in July, the highest in 18 months, reducing the probability of...
2025-08-28
MFS Investment Management
Markets in Motion: Positioning Portfolios for a New Economic Regime
MFS Investment Management’s webcast summary highlights structural shifts reshaping economies and markets, with implications for asset allocators.
Regime shift: Higher rates, persistent inflation, and disrupted trade patterns mark...
2025-08-28
Janus Henderson
AI Chatbots Challenge the Dominance of Legacy Search Models
Janus Henderson’s Research in Focus, authored by Divyaunsh Divatia, explores how generative AI chatbots are reshaping consumer behavior and threatening traditional search revenues.
ChatGPT has surged to 700M weekly active use...
2025-08-26
VanEck
Defense Spending Surges into a New Era with Global Investment Implications
VanEck’s August 2025 whitepaper analyzes how geopolitical tensions and NATO’s revised targets are driving a structural increase in global defense spending.
Global defense budgets reached USD 2.7 tn in 2024, with Europe posti...
2025-08-26
Northern Trust
Trade Evasion, Policy Legacies, and Data Reliability Under the Spotlight
Northern Trust’s Weekly Economic Commentary (22 August 2025) examines U.S. trade enforcement, Janet Yellen’s economic legacy, and statistical challenges in labor reporting.
Transshipment risk: U.S. Customs enforcem...
2025-08-25
GMO
American Unexceptionalism: Why U.S. Equities May No Longer Outshine Global Peers
The latest GMO Quarterly Letter by Ben Inker and John Pease challenges the assumption of U.S. equity dominance, dissecting the drivers of the S&P 500’s long outperformance.
Roughly 80% of U.S. outperformance came from dollar streng...
2025-08-25
State Street Global Advisors
Positioning for Geopolitical Shocks in the Trump 2.0 Era
State Street Investment Management strategists (Bartolini, Hentov, Kassam, Preston) update their framework for navigating heightened geopolitical risk under Trump’s second term.
Gold remains core: up ~50% since 2024, supported by centr...
