Robeco
Climate Engagement in Action: How Active Ownership Drives Transition Outcomes
Robeco’s Q2 2025 Active Ownership Report highlights the firm’s intensified engagement efforts on global warming, biodiversity, and human rights, offering transparency into how shareholder influence supports decarbonization goals...
2025-07-31
2025-07-31
BlackRock/iShares
Stablecoins Enter the Mainstream: U.S. Legislation Signals Long-Term Integration
In its July 28, 2025 commentary, the BlackRock Investment Institute examines the growing significance of stablecoins and their integration into the global financial system, driven by the recently passed Genius Act.
U.S. legislation now forma...
2025-07-31
WisdomTree
Growth and Momentum Dominate in a Diverging Global Landscape
WisdomTree’s Q2 2025 Equity Factor Review, authored by Pierre Debru, dissects how macro policy shifts and earnings dispersion shaped regional equity factor performance and portfolio strategy.
Growth and Momentum led globally, lifted by...
2025-07-30
UBS Asset Management
Global Real Estate Rebound: UGA Targets Niche Growth and Resilient Yield
UBS Asset Management’s UGA – Real Estate Q3 2025 interview with David Kozlicki highlights how global diversification, tailored access, and thematic investing are driving renewed interest in private real estate.
Strategic deployme...
2025-07-30
DWS
A Fragile Truce: US-EU Tariff Deal Reduces Uncertainty, but Not Without Cost
DWS’s CIO Flash (July 28, 2025) analyzes the preliminary US-EU trade agreement, highlighting its near-term market implications, economic trade-offs, and sector-level impacts for global investors.
Tariff reset reshapes trade:&...
2025-07-30
MFS Investment Management
Consumer Spending as a Market Catalyst
MFS’s July 2025 equity insights, led by strategist Ross Cartwright, underscore the critical role of consumer health in shaping equity returns across developed markets.
US consumers remain resilient, though cracks are emerging among low...
2025-07-30
Carmignac
China’s Stabilisation Drive
Naomi Waistell of FP Carmignac Emerging Markets shares key insights from a May 2025 research trip, highlighting the nuanced reality of China’s stabilisation efforts amid lingering structural headwinds and shifting global trade dynamics....
2025-07-29
Capital Group
Fixed Income Reset: Why Yield, Credit, and Curve Views Are Evolving
Insight Investment’s Fixed Income Perspectives for Q3 2025 provides a global multi-sector outlook, highlighting key shifts in rates, credit, and curve positioning as inflation moderates and supply-demand dynamics rebalance.
C...
2025-07-29
Northern Trust
Tariffs, Tensions, and Trade-offs: A Global Outlook Under Pressure
Northern Trust’s July 2025 Global Economic Outlook explores how persistent protectionism, softening growth, and inflation asymmetries are shaping central bank strategies and cross-border investment risk.
U.S. policy turns inw...
2025-07-29
NatWest Group
Cooling Growth, Rising Costs: UK Recovery Slows as Fiscal Pressures Build
NatWest’s July 28 Economic Briefing reviews signs of sluggish UK growth, fiscal stress, and mixed global momentum, amid persistent inflation and cautious consumer sentiment.
UK fiscal strain deepens: Public borrowing hit...
