GMO
Fundamental Strength Drives Long-Term Equity Returns
This report, authored by GMO’s Focused Equity team, analyzes a decade of performance in the Quality Strategy, highlighting how fundamental returns shape long-term outcomes.
Over 10 years, fundamental returns proved the dominant driver...
2025-09-12
2025-09-12
UBS Asset Management
Swiss Real Estate Holds Its Ground Amid Global Uncertainty
This UBS Asset Management outlook provides a mid-2025 assessment of Switzerland’s real estate market, highlighting its resilience and safe-haven status.
Swiss GDP growth slowed to 0.1% in Q2 2025, but real estate demand strengthened, w...
2025-09-12
Schroders
Beyond US Exceptionalism: Global Equity Opportunities Emerging
The featured September 2025 Equity Lens from Schroders highlights shifting style and regional dynamics, urging investors to look past US market dominance.
In EAFE markets, Value has outperformed Growth by 13% over the past year, wi...
2025-09-10
UBS Asset Management
Life Sciences Real Estate – Europe’s Next Innovation Hubs
UBS Asset Management’s report highlights the strategic criteria for selecting European cities best positioned for life sciences real estate investment.
Ecosystem drivers: Strong universities, interdisciplinary talent pools, and ac...
2025-09-10
Nuveen
AI Valuations Look Elevated, but Fundamentals Support Growth
Nuveen’s CIO Weekly Commentary (8 September 2025), led by Saira Malik and the Global Investment Committee, reviews labor market weakness, Fed policy prospects, and AI-driven equity valuations.
Labor data: U.S. job openin...
2025-09-10
Robeco
The Power Play Pivot — Fed Independence Tested Amid Political Pressure
Robeco’s September 2025 Monthly Market Monitor analyzes the Fed-Trump clash and its implications for global markets.
Global equities extended gains in August, led by strong U.S. earnings, while European equities lagged on pol...
2025-09-10
Van Lanschot Kempen
Investing in Circular Agriculture – Building Resilient Food Systems
Van Lanschot Kempen’s Q3 2025 report outlines the strategic case for circular agriculture as both an environmental necessity and a long-term investment opportunity.
Resilience advantage: Farms that regenerate soil, manage water, a...
2025-09-09
Amundi Asset Managers
Bonds, Equities, and Growth Divergences
Amundi Investment Institute’s Weekly Market Directions (8 September 2025) reviews key macro and market shifts across regions.
UK yields: 30-year gilts surged to 25-year highs amid fiscal worries and sticky inflation, tho...
2025-09-09
NatWest Group
get Countdown – Fiscal Pressures Meet Political Realities
NatWest’s The Countdown Begins (8 September 2025) assesses the UK’s economic backdrop ahead of the Autumn Budget and places it in global context.
Fiscal strain: Headroom against fiscal rules has shrunk by ~£2...
2025-09-08
Pictet Asset Management
High Yield Bonds – Enhancing Portfolio Resilience and Returns
Pictet Asset Management’s September 2025 Fixed Income analysis, led by Nicolas Musolino and Nithin Mallya, evaluates the role of high yield bonds in multi-asset portfolios.
Risk-adjusted performance: Replacing part of eq...
