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
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...
2025-10-20
BlackRock/iShares
Smarter Position Sizing Can Unlock Better Private Market Outcomes
In Sizing Private Market Investments (BlackRock, Sept 2025), the authors outline a probability-based framework for constructing more resilient multi-alternative portfolios.
Traditional mean-variance tools misjudge private mark...
2025-10-20
GMO
Is 60/40 Still Working? GMO Says Diversification Needs a Rethink
In A Second Opinion on the 60/40 Default (Oct 2025), Ben Inker of GMO argues that investors relying on traditional stock/bond portfolios may face disappointing returns in today’s high-valuation environment.
The 60/40 model ha...
2025-10-20
Janus Henderson
AI vs. Dotcom: Why Today’s Tech Surge Is Built on Real Earnings, Not Hype
In AI versus the Dotcom Bubble (Oct 2025), Janus Henderson’s Alison Porter outlines eight structural reasons why the current AI cycle differs from the speculative excess of the late 1990s.
Unlike the dotcom era, today’s...
2025-10-17
BlackRock/iShares
Dollar Weakness Tracks Fed Cuts — Not a Loss of Reserve Status
BlackRock Investment Institute’s Weekly Commentary (13 Oct 2025) examines the drivers behind the U.S. dollar’s recent decline and its market implications.
The dollar’s slide is in line with historical pattern...
