Pictet Asset Management
Beyond the “Magnificent Seven”: New Market Leaders Emerge Across Sectors
Pictet Asset Management’s Emerging Market Leaders: Beyond Tech Giants (Oct 2025) challenges the notion that U.S. megacaps will dominate equity performance indefinitely.
A new cohort—the “Terrific 20”&nb...
2025-10-23
2025-10-23
MFS Investment Management
Hidden Risks: Why Investors Should Scrutinize “Adjusted” Earnings Late in the Cycle
In Strategist’s Corner (Oct 2025), MFS Investment Management’s Robert Almeida warns that unseen portfolio risks often mirror hard-to-detect health issues—appearing only when it’s too late.
As the business cy...
2025-10-23
Northern Trust
From Sprint to Stroll: U.S. Growth Slows but Avoids Contraction
Northern Trust’s U.S. Economic & Interest Rate Outlook – Sprint to Stroll (Oct 2025) outlines how the U.S. economy transitions from post-pandemic acceleration to a steadier, below-potential pace.
Momentum is easing:...
2025-10-23
Schroders
Fixed Income Outlook: Staying Neutral Amid Divergent Global Signals
Schroders’ Unconstrained Fixed Income Views (Oct 2025) assesses how conflicting economic data and persistent uncertainty are shaping bond strategy across regions.
Despite robust global growth, weak U.S. labor data&n...
2025-10-22
Northern Trust
Drug Prices, Trade Tensions, and the Uneven U.S. Consumer Recovery
Northern Trust’s Weekly Economic Commentary (Oct 17, 2025) dissects three key global and domestic themes shaping economic and policy dynamics.
Pharmaceutical costs in the U.S. remain up to five times higher tha...
2025-10-22
Nuveen
Emerging Market Debt Offers Opportunity as Global Yields Stabilize
Nuveen’s CIO Weekly Commentary (20 Oct 2025), led by Saira Malik, highlights why EM debt stands out amid a cautious but resilient market backdrop.
Global equities held firm despite U.S.–China trade tensions an...
2025-10-22
NatWest Group
UK Growth Holds Steady as Global Outlook Remains Fragile
NatWest’s Steady but Unspectacular (20 Oct 2025) highlights a UK economy maintaining modest growth amid easing rate pressures and stabilising labour conditions.
UK GDP grew 0.1% in August, with manufacturing up 0.7% and three...
2025-10-21
Amundi Asset Managers
Blended Finance: The Key to Mobilising Private Capital for Global Sustainability
Amundi Investment Institute’s Responsible Investment Insights (Oct 2025) explores how blended finance can bridge the multi-trillion-dollar gap in funding the energy transition and UN SDGs.
Public–private partnerships ar...
2025-10-21
Van Lanschot Kempen
ESG’s Next Chapter: From Popularity Cycle to Pragmatic Integration
Van Lanschot Kempen’s Market Musings – Wind of Change (Oct 2025) explores how ESG investing is maturing beyond hype toward balanced, evidence-based application.
After years of exuberance and recent outflows, ESG is shif...
2025-10-20
DWS
Selective Risk-Taking Returns as EM Equities Gain Appeal
The October 2025 CIO View – Portfolio Perspectives from DWS outlines a measured tilt back toward risk, supported by improving macro signals and strong liquidity conditions.
Emerging market equities are upgraded to +1, driven...
