State Street Global Advisors
Utilities Step Into a New Demand Supercycle
This commentary, led by Saketh Reddy and Dane Smith, outlines how accelerating U.S. electricity demand is reshaping the growth trajectory for utilities
Power demand is set to rise more than 50% by 2050, driven by AI data centers, indus...
2025-12-04
2025-12-04
Amundi Asset Managers
Late-Cycle Markets Lean on Policy and Valuation Divergence
Global Investment Views brings together Amundi’s CIO team to frame how slowing U.S. growth, muted Eurozone demand, and stretched valuations are shaping cross-asset positioning into year-end
AI-driven capex supports U.S. activity,...
2025-12-02
Legal & General Investment Management
Cycle Turns, Signals Blur: Fixed Income at a Crossroads
This outlook distills how competing forces—surging AI capex, weakening U.S. labour data, and the first Fed rate cut of the cycle—shape fixed-income positioning into year-end
The labour market is flashing recession risk: pay...
2025-12-02
Janus Henderson
Lebanon’s Reform Hopes Run Ahead of Reality
This analysis examines why market enthusiasm for Lebanon’s Eurobonds may be outpacing the political and institutional capacity to deliver credible reform
Eurobond prices surged after news of forthcoming Financial Gap Law proposal...
2025-12-02
Blue Bay Asset Management
When the Dollar Gives Way, Global Allocation Shifts
This report, authored by Mike Reed, examines the drivers of the dollar’s 2025 reversal and the allocation opportunities emerging from a weaker USD environment
After a decade of dominance, the dollar fell ~10% YTD, erasing half of...
2025-12-01
Northern Trust
Tariffs Recast the Arc of U.S. Food Inflation
This report, prepared by Northern Trust’s global economics team, examines how 2025’s tariff cycle reshaped food prices and agricultural trade
Food costs eased for holiday staples, yet broader price pressures persist as near...
2025-12-01
State Street Global Advisors
EM Debt Finds Its Footing as Spreads Hit Multi-Year Lows
October’s emerging market debt commentary offers a clear view of how easing global policy and firmer macro data shaped returns across hard- and local-currency markets
Hard-currency sovereign spreads tightened to multi-year lows a...
2025-12-01
DWS
Rational Exuberance Sets the Tone for 2026
The latest CIO View outlines how a steadier macro backdrop, resilient earnings, and a measured policy shift frame a constructive outlook for 2026
Growth is expected to accelerate as inflation moderates and central banks pivot toward ea...
2025-12-01
WisdomTree
Europe’s Defence Cycle Deepens as Peace Talks Falter
This analysis traces how a fragile Ukraine ceasefire plan and Europe’s security rethink are reshaping defence spending and industrial momentum
The Geneva negotiations narrowed the U.S.-drafted peace blueprint from 28 to 19 points...
2025-11-28
Capital Group
Converging Growth, Diverging Policies: What’s Next for Global Bond positioning?
This report, authored by Capital Group investment directors Flavio Carpenzano and Peter Becker, distills the shifting global economic landscape and its implications for fixed income.
US growth is set to moderate as tariffs fuel persist...
