Schroders
Global Resilience Amid Tariff Shocks: Navigating Uncertainty with Strategic Clarity
This Q2 2025 Economic and Strategy Viewpoint by Schroders presents a forward-looking macroeconomic outlook shaped by US trade policy, geopolitical uncertainty, and diverging regional fiscal responses.
Global GDP is forecast to grow 2.2% in 2...
2025-05-20
2025-05-20
Northern Trust
Tariffs, Defaults, and Trade Dilemmas: Key Frictions in the Global Outlook
Northern Trust’s latest Weekly Economic Commentary provides an in-depth look at the macroeconomic headwinds shaping markets, with particular focus on tariffs, student loan risks, and shifting global supply chains.
Key Takeaways:...
2025-05-19
State Street Global Advisors
Navigating Volatility: Smart Guardrails for Resilient Portfolios
To help institutional investors mitigate drawdowns amid geopolitical tension, inflationary headwinds, and positive stock/bond correlations, State Street Global Advisors present a toolkit of volatility-control strategies for today's uncertain mark...
2025-05-19
GMO
Governance Crossroads: A Turning Point for Toyota Industries Corporation
In this client update, GMO’s Usonian Japan Equity team assesses the implications of a potential take-private transaction of Toyota Industries Corporation (TIC) and calls for improved governance standards in Japan's capital markets.
Key i...
2025-05-19
Edmond de Rothschild
Relief Rally: Markets React Positively to US-China Tariff Truce
Edmond de Rothschild Asset Management reviews the market response to the US-China tariff agreement and its implications for global equities, inflation, and fixed income positioning.
A 90-day reduction in US tariffs on Chinese goods from 145%...
2025-05-14
Robeco
Tariff Shock & Recovery: Navigating Uncertainty with Real Assets and Resilience
Robeco’s Multi-Asset Strategy team analyzes market reactions to the US 'Liberation Day' tariffs, offering tactical insights into asset allocation amid shifting inflation dynamics and de-escalating trade risks.
Key Insights:...
2025-05-14
Northern Trust
Storm in Sight: Navigating the U.S. Outlook Under Tariff-Induced Uncertainty
Northern Trust’s Global Economic Research team assesses the mixed macro signals following aggressive U.S. tariff actions, highlighting implications for growth, inflation, and monetary policy.
Key Insights:
Q1 GDP Shrinks: A -0.3% co...
2025-05-14
Nuveen
Rate Cuts on Hold: The Fed’s Calculated Patience Amid Tariff Volatility
Nuveen’s Head of Fixed Income Strategy, Tony Rodriguez, assesses the Fed’s May decision to hold rates steady amid heightened tariff-driven uncertainty and outlines actionable strategies for navigating a slower, more inflationary U.S. econ...
2025-05-13
Schroders
Rebalancing the Global Playbook: Equity Opportunities Beyond the US
Schroders’ Strategic Research Unit presents the May 2025 Equity Lens, offering a data-rich, global perspective on market leadership, valuation trends, and sector rotation following a volatile start to the year.
Key Insights:
Europe...
2025-05-13
Invesco
Tariff Relief Rally: US-UK Deal Signals Market Calm, But Risks Linger
Invesco’s Global Market Strategy Office evaluates the recent US-UK trade deal’s impact on global markets and outlines tactical asset shifts in light of evolving tariff dynamics.
Key Insights:
Partial Relief: The US-UK agreemen...
