Amundi Asset Managers
France’s Fiscal Crossroads: Political Uncertainty Meets Manageable Debt Dynamics
Amundi’s Investment Institute examines France’s fiscal and market outlook as Prime Minister Bayrou faces a crucial confidence vote ahead of budget talks.
Economic growth is set to improve modestly (0.7% in 2025, 0.8% in 2026...
2025-09-05
2025-09-05
Other research
Investing in European Sovereignty – From Urgency to Long-Term Strategy
Edmond de Rothschild’s latest commentary, authored by Anthony Penel, underscores the strategic investment case for European sovereignty following Mario Draghi’s call for deeper integration.
Internal market: Persistent barrie...
2025-09-05
WisdomTree
Commodities in the Year of the Snake: Resilience Amid Realignment
WisdomTree’s Nitesh Shah analyzes how commodities are navigating trade shocks, geopolitics, and structural shifts in 2025.
Gold resilience: Consolidating near $3,500/oz, gold remains a systemic hedge, with forecasts pointing toward $3,...
2025-09-04
VanEck
Space Economy Set to Triple by 2035, Driving Innovation and Security
The VanEck whitepaper highlights how geopolitical, technological, and commercial forces are propelling the global space economy into a new phase of growth and strategic importance.
The sector, valued at ~$596 billion in 2024, is projected to...
2025-09-04
BlackRock/iShares
Three Lessons for Investors from 2025’s Market Shifts
BlackRock Investment Institute’s latest commentary distills key takeaways from an eventful 2025, offering guidance for navigating volatile markets.
Immutable economic laws provide stability, creating tactical opportunities amid sentime...
2025-09-04
Edmond de Rothschild
Navigating Persistent Inflation and Policy Shifts in Global Markets
Edmond de Rothschild’s September 2025 CIO Letter provides a forward-looking perspective on markets, policy, and asset allocation amid ongoing inflationary pressures.
Monetary policy divergence: The Fed maintains a cautious stance...
2025-09-04
Van Lanschot Kempen
From Access to Systems – The Evolution of Impact Investing
Van Lanschot Kempen’s latest Sustainability in Action report, produced with Collective Action, charts the decade-long shift of impact investing toward systemic, multi-theme solutions.
Assets under management have more than do...
2025-09-02
Allianz Global Investors
Gaming Levels Up as a Mass-Market Investment Theme
Allianz Global Investors’ July 2025 Leveling Up – Gaming Going Mainstream by Brad Reynolds and Mandy Shek explores the sector’s evolution into a mainstream growth opportunity.
Scale: Global gamers rose to 3.3...
2025-09-02
NatWest Group
Central Banks Confront Conflicting Signals on Inflation and Growth
NatWest’s Chief Economist Commentary (1 September 2025) highlights the complex trade-offs facing policymakers in the UK and US as inflation and labour markets diverge.
UK: Inflation persistence worries BoE policymakers,...
2025-09-01
Schroders
Unlocking Value Through Avoided Emissions in Investment Portfolios
Schroders’ latest paper introduces enhancements to its proprietary Avoided Emissions framework, designed to identify companies enabling economy-wide decarbonisation beyond conventional carbon metrics.
A back-test shows a dive...
