State Street Global Advisors SPDR
AI Capex Surge Reshapes Markets and the Attention Economy
State Street Investment Management’s Mind on the Market (Oct 9, 2025) examines how unprecedented AI investment is transforming corporate spending and digital competition.
AI-driven capex has soared to $400B in 2025, up from $...
2025-10-14
2025-10-14
Allianz Global Investors
Digital Infrastructure Becomes Essential: Investment Demand Surges from 5G to AI
Allianz Global Investors’ Digital Infrastructure Outlook (Oct 2025) highlights how connectivity has become a critical public utility and a long-term investment theme.
Explosive growth in AI, cloud computing, and data tra...
2025-10-13
Northern Trust
Stablecoins Mature, Argentina Stabilizes, and U.S. Data Gaps Complicate Policy
Northern Trust’s Weekly Economic Commentary (Oct 10, 2025) explores rising financial innovation, geopolitical intervention, and the growing role of alternative data.
The GENIUS Act establishes the first U.S. regulat...
2025-10-13
GMO
Emerging Market Debt: Risk Overpriced, Resilience Underestimated
GMO’s Fixed Income Insights (Oct 2025) argues that hard currency emerging market (EM) debt continues to deliver attractive risk-adjusted returns despite recent shocks.
EM sovereigns weathered multiple crises—COVID,...
2025-10-13
AXA Investment Managers
AI Mania Fuels Markets, but Concentration Risks Are Rising
In his latest market update, AXA IM’s Chris Iggo weighs booming equity momentum against mounting structural vulnerabilities.
Equity markets are powered by three macro tailwinds: a massive wealth effect from tech-led gain...
2025-10-13
DWS
Regulated Euro Stablecoins Bridge Traditional Finance and Blockchain Adoption
DWS’s CIO Special – Digital Assets (Oct 2025) highlights the growing institutional role of regulated stablecoins in global finance.
With USD 250bn+ in market cap and transaction volumes exceeding Visa and Mastercar...
2025-10-09
WisdomTree
Steel, Sensors, and Speed: Europe’s Industrial Core Reforges Deterrence
In this joint insight, WisdomTree’s Samuel Rines and Aneeka Gupta analyze how Europe’s defense renaissance is shifting from rhetoric to reality.
Rheinmetall, HENSOLDT, and RENK form the backbone of Europe’s d...
2025-10-09
Allianz Global Investors
India’s Dual Energy Path: From Coal Dependence to Renewable Leadership
Allianz Global Investors’ Unlocking India’s Energy Transition (Oct 2025) explores how India balances rapid growth with sustainability and energy security.
India remains heavily coal-reliant, with fossil fuels gener...
2025-10-09
BlackRock/iShares
Cooling Labor Markets and Fed Flexibility Keep Investors Risk-On
BlackRock Investment Institute’s Weekly Commentary (Oct 6, 2025) assesses how a softer U.S. labor market and delayed data are shaping the Fed’s policy path and investor positioning.
A cooling labor market supp...
2025-10-08
Nuveen
Alternate Routes: Navigating the Fed’s Easing Cycle Across Assets
Nuveen’s Global Investment Committee Q4 2025 Outlook examines how Fed rate cuts and fiscal shifts are reshaping opportunities across equities, fixed income, and real assets.
The Fed’s renewed rate-cutting path ...
