Allianz Global Investors
House View Q1 2025
This Allianz Global Investors Q1 2025 House View provides an in-depth analysis of market trends and strategic opportunities in the wake of shifting global economic policies.
Key Highlights:
• U.S. Market Outlook: Anti...
2025-01-13
2025-01-13
Janus Henderson
A “monetarist” perspective on current equity markets (January 2025)
This Janus Henderson Investors report offers a "monetarist" perspective on equity markets, analyzing global monetary trends and their implications for economic performance and asset prices in 2025.
Key Insights:
• ...
2025-01-13
Edmond de Rothschild
A Week Marked By A Surge In Bond Yields
This report by Edmond de Rothschild provides a comprehensive analysis of global market developments as of January 2025, highlighting key economic and financial trends.
Key Highlights:
• Bond Yields Surge: U.S. 10-year Treasu...
2025-01-10
MFS Investment Management
Macro Talking Points
This MFS Fixed Income Strategy Report reviews market risks and investment opportunities for 2025, offering insights for professional investors navigating a volatile landscape.
Key Insights:
• Top Risks: Inflation resurgence, global...
2025-01-10
Janus Henderson
EM Equities: How Chinese EVs herald a shift in global manufacturing’s balance of power
This Janus Henderson Investors report explores the transformative rise of Chinese electric vehicle (EV) manufacturers and their impact on global industrial and technological power dynamics.
Key Insights:
• Chinese EV Leaders...
2025-01-09
Edmond de Rothschild
Investment Strategy
This Investment Strategy Report by Edmond de Rothschild rovides an outlook for 2025, emphasizing the importance of adapting to a volatile economic and monetary environment.
Key Insights:
• Equities: U.S. equities may underperform a...
2025-01-09
DWS
Monthly Market Analysis And Positioning
The DWS Investment Traffic Lights Report provides strategic investment insights to navigate the evolving market landscape.
Key Highlights:
• Equities: U.S. large-caps offer moderate upside, while European and Japanese equities pr...
2025-01-08
AXA Investment Managers
Three Questions for 2025
This Macrocast Report from AXA Investment Managers examines key global economic and policy dynamics shaping 2025, offering insights into the implications for investors.
• U.S. Policy Landscape: Market volatility expected as fiscal h...
2025-01-08
Amundi Asset Managers
Weekly Market Directions
This Special Edition of Weekly Market Directions by Amundi provides an outlook for 2025, focusing on global economic resilience and key investment themes.
• Global Growth: U.S. transitions to slower but steady growth; Eu...
2025-01-08
Legal & General Investment Management
2025 global outlook - Touchdown?
The 2025 Global Outlook report by LGIM offers strategic insights for professional investors, emphasizing public and private market dynamics.
Key Takeaways:
• Economic Projections: Anticipated volatility due to policy shifts under the ne...
