Amundi Asset Managers
Diverging Central Banks and Elevated Valuations Shape Global Outlook
Amundi’s Global Investment Views (Oct 2025) outlines key macro and market dynamics across regions and asset classes.
The U.S. faces a stagflationary tilt: slowing consumption alongside sticky inflation, with the Fed expe...
2025-10-03
2025-10-03
Allianz Global Investors
Q4 Outlook: Slowing Growth, Diverging Policies, and Select Opportunities
Allianz Global Investors’ Snapshot Q4 2025 highlights key macro risks and asset allocation themes for the months ahead.
The U.S. faces stagflationary risks, with tariffs adding to inflation pressures even as growth stagn...
2025-10-03
Pimco
Stagflation Risks and Diverging Central Bank Paths Define Q4 Outlook
Amundi’s Global Investment Views (October 2025) examines monetary policy divergence, slowing consumption, and elevated market valuations.
The U.S. tilts toward stagflation, with softer labor markets and sticky inflation;...
2025-10-02
Capital Group
U.S. Government Shutdown: Political Drama, Limited Market Impact
Capital Group experts assess the implications of the October 2025 U.S. government shutdown for investors.
Historically, shutdowns have been short-lived with minimal lasting effects on equities and bonds, though temporary volatility...
2025-10-02
GMO
Time to Reconsider Alternatives: Resilience in a Shifting Market
In its September 2025 Alternative Insights, GMO argues for a renewed look at liquid alternatives amid valuation dislocations and elevated real rates.
Liquid alternatives offer diversification and attractive expected returns without...
2025-10-02
Northern Trust
Time to Reconsider Alternatives: Resilience in a Shifting Market
In its September 2025 Alternative Insights, GMO argues for a renewed look at liquid alternatives amid valuation dislocations and elevated real rates.
Liquid alternatives offer diversification and attractive expected returns without...
2025-10-02
MFS Investment Management
U.S. Government Shutdowns: Short-Term Noise, Long-Term Resilience
MFS Investment Management’s Market Insights (Oct 2025) reviews the investment implications of the latest U.S. government shutdown.
Historically, shutdowns average one week in duration, with Treasuries often rallying and...
2025-09-30
Nuveen
Senior Loans: Strong Fundamentals Amid Rate Uncertainty
Nuveen’s CIO Weekly Commentary, authored by Saira Malik, examines the latest U.S. economic data and its implications for credit markets.
Stronger-than-expected labor and housing data, alongside steady inflation, have tempered expectati...
2025-09-30
Janus Henderson
U.S. Support Calms Argentina Ahead of Pivotal Elections
In his latest analysis, Janus Henderson’s Thomas Haugaard reviews how U.S. backing has tempered Argentina’s financial turmoil.
Washington pledged exceptional support, including talks on a US$20bn swap line and potential bond...
2025-09-30
NatWest Group
Global Growth Holds, but Strains Emerge Across Key Economies
NatWest’s Chief Economist highlights growing economic pressures across advanced economies as fiscal and trade challenges mount.
In the UK, public borrowing surged to £18bn in August, overshooting expectations and setting a d...
