GMO
Deep Value at Decade Lows: A Rare Entry Point for Valuation-Driven Investors
GMO’s July 2025 Asset Allocation update revisits the case for value investing, highlighting the historically extreme discounts now seen in both U.S. and international markets.
Valuation dislocation: The cheapest half of U.S. equit...
2025-07-18
2025-07-18
Other research
Engagement Under Pressure
Edmond de Rothschild’s July 2025 SRI Chronicles highlights global disparities in ESG shareholder engagement, drawing on academic research and practical observations to guide institutional investors.
Two engagement models:&nbs...
2025-07-17
BlackRock/iShares
Alpha in Dispersion: Why Macro Volatility Is Fueling Outperformance
BlackRock Investment Institute’s latest commentary explains why elevated macro uncertainty—driven by tariffs, geopolitical fragmentation, and structural shifts—may create one of the best environments for alpha generation in over a d...
2025-07-17
DWS
Healthcare Opportunity and Duration Discipline
The July 2025 CIO View Portfolio Perspectives from DWS outlines tactical shifts across equity, fixed income, and FX, reflecting evolving macro risks, valuation gaps, and sector-specific opportunities.
Equity rotation underway: ...
2025-07-15
Edmond de Rothschild
Tariff Tensions and Bond Calm: Market Positioning Amid Political Risk
Edmond de Rothschild’s latest Market Flash evaluates the cross-asset impact of rising US trade tensions, regional policy shifts, and corporate developments, offering timely insights for asset allocators.
Geopolitical overhang...
2025-07-15
Janus Henderson
Tariff Pass-Through: Inflation Threat or Delayed Reaction?
Janus Henderson’s Jenna Barnard examines the evolving impact of US tariffs on inflation, questioning the timing and scale of consumer price effects amid shifting corporate behaviours.
Muted inflation so far: Early US CPI data has...
2025-07-15
Legal & General Investment Management
Late-Cycle Signals and Structural Shifts
LGIM’s Midyear Global Outlook brings together views from its investment and economic teams to assess the risks and opportunities shaping global markets in a late-cycle environment.
Macro turning points: US exceptionalism continues...
2025-07-14
Allianz Global Investors
US Convertibles Regain Appeal: Equity Upside with Bond-Like Stability
This report, authored by Voya Investment Management and presented by Allianz Global Investors, explores the current attractiveness of US convertible securities for investors seeking equity-like returns with reduced volatility.
Asymmetric ret...
2025-07-14
Amundi Asset Managers
US Fiscal Shake-Up Spurs Global Asset Repricing
Amundi Investment Institute’s latest Weekly Market Directions offers expert analysis on macro and market implications following the passage of the $3.4T US tax bill and mixed economic signals.
Deficit trajectory in focus:&nbs...
2025-07-14
Nuveen
Mastering Bond Risk: Why Duration Matters More Than Maturity
Nuveen's in-depth analysis clarifies how duration provides a more accurate measure of bond volatility than maturity alone, offering valuable insights for fixed income investors navigating rate-sensitive markets.
Key volatility driver:&nb...
