Schroders
Unlocking Value Through Avoided Emissions in Investment Portfolios
Schroders’ latest paper introduces enhancements to its proprietary Avoided Emissions framework, designed to identify companies enabling economy-wide decarbonisation beyond conventional carbon metrics.
A back-test shows a dive...
2025-09-01
2025-09-01
Northern Trust
Jackson Hole, the ‘Great Moderation,’ and U.K.-EU Trade Realities
Northern Trust’s Weekly Economic Commentary (29 August 2025) reviews Powell’s Jackson Hole address, prospects for a new Great Moderation, and the evolving U.K.-EU trade relationship.
Fed policy: Powell signaled sup...
2025-09-01
Blue Bay Asset Management
China’s Technological Shift: From Copycat to Global Innovation Engine
RBC Global Asset Management’s Notes from the Road (August 2025) highlights China’s transformation into a leader in advanced technology, supported by on-the-ground research across major cities.
R&D strength: Chi...
2025-08-29
Amundi Asset Managers
Fed Dilemma: Weak Jobs, Sticky Inflation, and Market Expectations
Amundi Investment Institute’s Weekly Market Directions (25 August 2025) reviews macroeconomic shifts and their implications for asset allocation.
United States: Job growth slowed to ~35k over three months, while core inf...
2025-08-29
Blue Bay Asset Management
China’s Innovation Engine: From Copycat to Global Tech Leader
RBC Global Asset Management’s Notes from the Road (August 2025) details China’s transition from manufacturing hub to global technology powerhouse, drawing on on-the-ground research.
R&D & patents: China now...
2025-08-29
Allianz Global Investors
France’s Political Turmoil Adds Headwinds to Europe but Limits Contagion Risks
Allianz Global Investors’ August 2025 France in the Spotlight note by Chief Economist Christian Schulz assesses how rising instability in Paris could affect markets and the eurozone.
Prime Minister Bayrou’s confidence v...
2025-08-28
NatWest Group
Growth Holds, But Inflation Clouds the Outlook
NatWest’s Chief Economist Commentary reviews how UK and global growth momentum contrasts with stubborn inflation, complicating policy paths.
UK: CPI hit 3.8% in July, the highest in 18 months, reducing the probability of...
2025-08-28
MFS Investment Management
Markets in Motion: Positioning Portfolios for a New Economic Regime
MFS Investment Management’s webcast summary highlights structural shifts reshaping economies and markets, with implications for asset allocators.
Regime shift: Higher rates, persistent inflation, and disrupted trade patterns mark...
2025-08-28
Janus Henderson
AI Chatbots Challenge the Dominance of Legacy Search Models
Janus Henderson’s Research in Focus, authored by Divyaunsh Divatia, explores how generative AI chatbots are reshaping consumer behavior and threatening traditional search revenues.
ChatGPT has surged to 700M weekly active use...
2025-08-26
VanEck
Defense Spending Surges into a New Era with Global Investment Implications
VanEck’s August 2025 whitepaper analyzes how geopolitical tensions and NATO’s revised targets are driving a structural increase in global defense spending.
Global defense budgets reached USD 2.7 tn in 2024, with Europe posti...
!["Family Photo", G7 Canada. Photo Credit: Government of Canada](https://images.investmentofficer.com/cdn/ff/5zR34v_-3Sr_lA_arvQMtciYbZdCVkkesFnUbGFiDQE/1756126319/public/styles/thumbnail/public/2025-08/_assets_ea689367_MediaGroupings_27_FAMILY%20PHOTO%20300_0.jpg?itok=O6v_PUce ""Family Photo", G7 Canada. Photo Credit: Government of Canada")
