Vanguard
Dollar Weakness, Valuation Risk: Vanguard’s Balanced Outlook for Long-Term Investors
In its July 2025 Market Perspectives, Vanguard’s Investment Strategy Group evaluates global asset class expectations amid a weaker U.S. dollar, evolving rate policy, and rising equity valuations.
The U.S. dollar's 8% decline YTD ha...
2025-07-09
2025-07-09
Schroders
Family Offices Turn Defensive Amid Rising Policy Uncertainty and Market Volatility
Schroders' July 2025 Global Investor Insights Survey captures how family offices are adjusting portfolio strategies in response to intensified policy risks, market concentration, and geopolitical tension.
90% of family offices cite U.S....
2025-07-09
BlackRock/iShares
Navigating Without Anchors: Tactical Shifts Amid Long-Term Uncertainty
This week’s commentary from the BlackRock Investment Institute provides a tactical roadmap for navigating markets in an environment where traditional macroeconomic anchors are weakening but structural mega forces remain influential.
U....
2025-07-08
NatWest Group
The Good, the Bad, and the Unknown - UK Resilience Meets Global Policy Crosswinds
NatWest’s July 2025 macroeconomic update assesses the UK’s steady domestic recovery against a backdrop of policy divergence, housing market softness, and evolving global risks.
UK growth in Q1 was broad-based, with rising househo...
2025-07-08
Pimco
Building Resilience Through Balance
This report by PIMCO portfolio managers Erin Browne and Emmanuel Sharef explores how disciplined multi-asset allocation and systematic equity strategies can help investors navigate volatile markets and persistent policy uncertainty.
A balanc...
2025-07-08
Van Lanschot Kempen
Carbon Pricing and Farming
This July 2025 report from Van Lanschot Kempen explores how global carbon pricing mechanisms and regenerative agriculture are reshaping sustainable investing and opening new avenues for long-term returns.
Carbon pricing now covers 28% of glo...
2025-07-07
Edmond de Rothschild
Fiscal Firepower and Trade Realignments
This weekly Market Flash from Edmond de Rothschild Asset Management analyzes the economic and market implications of the expansive U.S. fiscal package (“One Big Beautiful Bill”) and shifting global trade dynamics.
The U.S. passed...
2025-07-07
State Street Global Advisors
Beyond the Surface - Why the Fed Should Normalize Now to Preserve Growth
State Street Investment Management’s July 2025 “Mind on the Market” commentary outlines why current U.S. monetary policy is too tight in real terms and argues for timely normalization to prevent economic dislocation.
Despit...
2025-07-04
AXA Investment Managers
Shifting Forces: Dollar Weakness, China’s Self-Reliance, and Evolving Return Dynamics
The July 2025 CIO outlook from AXA Investment Managers explores major macro developments—including USD depreciation, China’s strategic pivot, and asset pricing revisions—and how these forces are shaping medium-term asset class views...
2025-07-04
MFS Investment Management
Oil Outlook: Why Supply Strength and Demand Fragility Cap Long-Term Price Risk
In this June 2025 Strategist’s Corner, MFS Investment Management’s Robert Almeida explains why the likelihood of structurally higher oil prices remains low, despite recent geopolitical volatility.
Supply remains robust, with OPEC...
