Schroders
Global developments in sustainability policy and regulation
This document outlines key developments in sustainability regulation globally. The primary focus is on sustainability policy milestones as well as consultations that will result in rules shaping the investment industry in the future.
2024-09-19
2024-09-19
Pimco
Income Strategy Update: High-Yielding, High Quality Global Opportunities
Many investors are focusing on macroeconomic data, and they should, since
central banks are also focused on that data. Back in December, inflation numbers were easing enough that central banks, particularly the U.S. Federal Reserve, were optimistic...
2024-09-19
WisdomTree
Investors deserve hedging tools as European natural gas futures come of age
The energy crisis of 2022, triggered by the Russian invasion of Ukraine in a significant escalation of the Russo-Ukrainian War, which started in 2014, profoundly changed the energy markets of the European Union. Before the invasion in 2022, the Europ...
2024-09-19
BlackRock/iShares
Weekly Commentary: Starting the tight policy unwind
he Fed is set to cut interest rates for the first time since the pandemic. Yet central banks are not heading for an easy policy stance given sticky inflation. U.S. stocks rose about 4% last week, led by tech. U.S. 10-year Treasury yields touched 15-m...
2024-09-18
Nuveen
Stocking up on dividend growth as economy slows
Can the “Steady Eddie” Fed avert a recession? A recent spate of weaker-than-anticipated economic data has some investors believing (or at least hoping) that the U.S. Federal Reserve will cut interest rates by as much as 50 basis poin...
2024-09-18
UBS Asset Management
Japan Multifamily
Is multifamily still an attractive investment in this evolving macro landscape? We think so. Japan’s transition from deflation to inflation is expected to have positive implications on long-term yield spread and rental growth. Nonetheless, the...
2024-09-18
Northern Trust
Fed Preview: Be Quick, But Don’t Hurry
The American coach John Wooden was famous for his “Pyramid of Success.”
International audiences became acquainted with its contents through the television series “Ted Lasso.” One of Wooden’s bromides, borrowed for this...
2024-09-18
J.P. Morgan Asset Management
The Weekly Brief
Despite a series of cooler economic data prints in the UK last week, the Bank of England (BoE) still looks unlikely to deliver another rate cut at Thursday’s meeting. While the recent moderation in wage growth adds credence to the BoE’s a...
2024-09-17
AXA Investment Managers
Don’t read after dark!
As expected, the ECB did not engage in any meaningful forward guidance beyond the rate cut it provided last week. We consider that keeping the list and characterisation of the downside risks to growth and upside risks to inflation largely unchanged r...
2024-09-17
NatWest Group
Late to the party
UK GDP was soft during the summer, but the outlook is still upbeat. And falling interest rates are visibly transforming the fortunes of the housing market. The ECB's rate cut was expected, with a potential further cut in December as President Lag...
