Pimco
Securing the Soft Landing
The PIMCO Cyclical Outlook provides a comprehensive analysis of the global fixed income landscape, focusing on macroeconomic shifts and investment opportunities. Key contributors include Tiffany Wilding and Andrew Balls. Below are the critical takeaw...
2024-10-11
2024-10-11
DWS
Crypto Love
This report offers an in-depth analysis of emerging trends in cryptocurrency markets, authored by leading experts in the field. The report highlights:
- Growth in institutional adoption, driven by regulatory clarity and infrastructure develop...
2024-10-11
AXA Investment Managers
Euro Credit Market Update, October transcript
The Euro Credit Market Update or October 2024, presented by Boutaina Deixonne, provides insights into the European credit markets as central banks begin rate-cutting cycles. Key takeaways include:
- Euro credit is increasingly attractive amid yiel...
2024-10-10
Amundi Asset Managers
When extreme becomes the new normal: how to address physical climate risk
This report, prepared by Amundi Asset Management, provides professional investors with critical insights on how to address the growing impact of physical climate risk. It emphasizes the need for multi-stakeholder cooperation to finance climate adapta...
2024-10-10
BlackRock/iShares
Weekly Commentary: Our anchor in choppy markets
This report from BlackRock Investment Institute offers a strategic outlook on navigating volatile markets in Q4 2024. It highlights the importance of having a stable investment framework amid evolving economic conditions. Key insights include:
- C...
2024-10-10
Robeco
Gold is back as an investment class
Robeco’s October 2024 Monthly Outlook provides strategic insights into multi-asset markets, with a focus on current trends and opportunities. Highlights include:
- The Fed’s rate cut and Chinese stimulus have boosted global markets, wi...
2024-10-09
UBS Asset Management
Not all net zero pathways are created equal
This report, authored by Olivia Muir and Peer Petersen, outlines key considerations for investors evaluating net zero pathways in real estate investments, highlighting the pivotal role of real estate in global decarbonization efforts.
Key Issue: R...
2024-10-09
J.P. Morgan Asset Management
The Weekly Brief
This report, prepared by the market intelligence team, provides an overview of key trends and developments in global financial markets over the past week.
Equities: Major indices showed mixed performance as economic data weighed on growth expectat...
2024-10-09
Allianz Global Investors
COP preview: managing expectations
This report, authored by Matt Christensen, previews COP 29 and COP 16, emphasizing their significance for climate and biodiversity finance.
COP 29: Dubbed the "finance COP," it focuses on climate finance, sovereign climate action, and te...
2024-10-08
AXA Investment Managers
Best Laid Plans Go Awry
While they both converted to “restriction removal”, it seemed until last week that the Fed and the ECB had laid out different plans, the Fed opting for a decisive, pre-emptive path, while the ECB was choosing a more prudent, data dependen...
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