Capital Group
Global Growth Convergence and Yield Curve Steepening
This report, prepared by Capital Group’s Fixed Income team, offers data-driven insights on macro trends and bond market positioning as of Q4 2025.
The Federal Reserve’s pivot to rate cuts and a softening US labour market have spu...
2025-10-30
2025-10-30
Schroders
AI Search Disruption Redefines the Gateway to the Internet
Written by Michael White, Global Sector Specialist at Schroders, this report explores how generative AI is transforming online search, reshaping user behavior, and redefining the economics of the open web.
Google and ChatGPT are turning sear...
2025-10-30
Northern Trust
Global Patience Amid Crosscurrents: Policymakers Steady as Growth Moderates
Prepared by Northern Trust’s Global Economic Research team, this report assesses how leading economies are navigating slowing growth, persistent inflation, and shifting monetary policies.
The US faces mixed signals: moderating inflatio...
2025-10-30
DWS
Europe’s Defense Renaissance: Structural Tailwinds Amid Costly Valuations
The featured DWS CIO Special analyzes Europe’s accelerating rearmament trend and its long-term implications for investors in the defense sector.
After decades of underinvestment, European nations are boosting defense spending toward 3%...
2025-10-28
Schroders
Gold’s Pullback Looks Like a Pause, Not the End of the Bull Run
In Is the Bull Market in Gold Over Already? (Oct 2025), Schroders’ James Luke argues that the recent sharp correction in bullion and miners is a natural breather within a multi-year uptrend.
Gold’s 5.5% one-day dro...
2025-10-28
Northern Trust
QT Nears Its End as Credit Markets and Trade Uncertainty Test Resilience
Northern Trust’s Weekly Economic Commentary (24 Oct 2025) examines how tightening liquidity, credit stress, and trade fragmentation are reshaping financial conditions.
The Fed’s balance sheet runoff is nearing comp...
2025-10-28
Nuveen
Munis Shine Amid Data Gaps and Market Uncertainty
Nuveen’s CIO Weekly Commentary (27 Oct 2025), led by Saira Malik, highlights how municipal bonds are regaining investor favor as U.S. data delays and high equity valuations create a foggy outlook.
The ongoing U.S. govern...
2025-10-28
NatWest Group
UK Manufacturing Rebounds as Inflation Surprises Lower and Confidence Builds
NatWest’s Staying the Course (27 Oct 2025) highlights steady progress in the UK economy amid fiscal and global uncertainty.
Manufacturing momentum returned, with output climbing to a 13-month high (PMI 51.1), driven by a...
2025-10-27
Allianz Global Investors
EM Debt Holds Strong as Dollar Weakens and Global Diversification Deepens
Allianz Global Investors’ EMD Monthly Market Musings (Oct 2025), led by Giulia Pellegrini, reviews why emerging markets continue to deliver solid performance despite geopolitical and issuance headwinds.
EM sovereign debt is u...
2025-10-27
Edmond de Rothschild
Markets Balance Politics and Earnings Strength Amid Global Uncertainty
Edmond de Rothschild’s Market Flash (24 Oct 2025) reflects on a week where geopolitics, earnings, and macro data pulled in different directions.
Trump–Xi talks are back on, even as new U.S. software restrictions on Chin...
