Vanguard
Real Yields and Private Capital
Vanguard’s July 2025 Portfolio Perspectives delivers practical guidance for advisors navigating a regime shift marked by elevated real yields and growing interest in private investments.
Higher real rates are here to stay:&nb...
2025-07-22
2025-07-22
Northern Trust
Tariff Tensions and Healthcare Strains: Economic Risks in an Unbalanced System
Northern Trust’s July 2025 Weekly Economic Commentary explores the renewed escalation in U.S. trade policy and its intersection with persistent inefficiencies in the American healthcare system.
Tariff escalation returns: ...
2025-07-22
Nuveen
Sticky Prices, Softening Labour: UK Caught Between Disinflation and Drag
NatWest’s July 21 Economic Update assesses the UK’s delicate economic rebalancing as wage growth eases, inflation proves stubborn, and policymakers face a narrowing path between tightening and support.
Labour slack buil...
2025-07-22
Nuveen
Valuations High, Yields Higher: Why Munis Deserve a Second Look
Nuveen’s July 2025 CIO Weekly Commentary highlights how elevated equity valuations and shifting tax policy are renewing interest in municipal bonds as a source of income and diversification.
Equity froth vs. muni value: ...
2025-07-18
GMO
Deep Value at Decade Lows: A Rare Entry Point for Valuation-Driven Investors
GMO’s July 2025 Asset Allocation update revisits the case for value investing, highlighting the historically extreme discounts now seen in both U.S. and international markets.
Valuation dislocation: The cheapest half of U.S. equit...
2025-07-18
Other research
Engagement Under Pressure
Edmond de Rothschild’s July 2025 SRI Chronicles highlights global disparities in ESG shareholder engagement, drawing on academic research and practical observations to guide institutional investors.
Two engagement models:&nbs...
2025-07-17
BlackRock/iShares
Alpha in Dispersion: Why Macro Volatility Is Fueling Outperformance
BlackRock Investment Institute’s latest commentary explains why elevated macro uncertainty—driven by tariffs, geopolitical fragmentation, and structural shifts—may create one of the best environments for alpha generation in over a d...
2025-07-17
DWS
Healthcare Opportunity and Duration Discipline
The July 2025 CIO View Portfolio Perspectives from DWS outlines tactical shifts across equity, fixed income, and FX, reflecting evolving macro risks, valuation gaps, and sector-specific opportunities.
Equity rotation underway: ...
2025-07-15
Edmond de Rothschild
Tariff Tensions and Bond Calm: Market Positioning Amid Political Risk
Edmond de Rothschild’s latest Market Flash evaluates the cross-asset impact of rising US trade tensions, regional policy shifts, and corporate developments, offering timely insights for asset allocators.
Geopolitical overhang...
2025-07-15
Janus Henderson
Tariff Pass-Through: Inflation Threat or Delayed Reaction?
Janus Henderson’s Jenna Barnard examines the evolving impact of US tariffs on inflation, questioning the timing and scale of consumer price effects amid shifting corporate behaviours.
Muted inflation so far: Early US CPI data has...
