Capital Group
Converging Growth, Diverging Policies: What’s Next for Global Bond positioning?
This report, authored by Capital Group investment directors Flavio Carpenzano and Peter Becker, distills the shifting global economic landscape and its implications for fixed income.
US growth is set to moderate as tariffs fuel persist...
2025-11-28
2025-11-28
Schroders
Repriced Markets, Tight Supply: Real Estate’s Window for High-Conviction Deployment
Authored by Schroders Capital’s real estate team, this outlook distills the emerging recovery across global property markets and the repricing now shaping investor opportunity.
Valuations have reset across sectors, with industria...
2025-11-28
Allianz Global Investors
Gold’s Strategic Edge in an Unsettled Market
This report, authored by Senior Portfolio Manager Jingjing Chai, distills how shifting macro dynamics are reshaping gold’s role in multi-asset portfolios
• Structural forces—central bank accumulation, fiscal strain, and de-d...
2025-11-26
Van Lanschot Kempen
AI-Enabled Forest Management Shows Scalable Potential in Wildfire Prevention
This case study outlines how Kempen’s Private Global Impact Solution and its partners assess the role of Vibrant Planet’s AI-driven land management platform in reducing wildfire risks and supporting ecosystem resilience.
The Land...
2025-11-26
Neuberger Berman
Five Forces Shaping 2026: Policy Divergence, AI Momentum, and Shifting Market Cycles
The featured report brings together Neuberger Berman’s investment leaders to outline the macro trends and market dynamics expected to define 2026.
Diverging global policy paths and AI-driven productivity gains are set to influence grow...
2025-11-26
Pictet Asset Management
Equity Optimism Endures as Emerging Markets Outperform Into Year-End
Authored by Pictet Asset Management’s Strategy Unit, this barometer highlights late-2025 market dynamics and positioning.
Supportive liquidity, resilient earnings and favourable seasonality underpin an overweight stance on global equit...
2025-11-25
NatWest Group
UK Budget Takes Centre Stage as Growth Momentum Softens
This update outlines shifting economic conditions ahead of the UK Budget, highlighting both emerging risks and stabilising signals.
UK inflation eased to 3.6% in October, with services inflation cooling, though rising food prices and m...
2025-11-25
State Street Global Advisors
Tight Credit Spreads Limit Upside as Investors Weigh 2026 Prospects
This commentary highlights the implications of unusually tight high-yield spreads for forward returns.
High-yield spreads sit near historical lows at roughly 3%, offering steady carry but leaving little room for further compression and...
2025-11-24
GMO
AI-Led Valuations Stretch Markets, but Global Value Offers Resilient Alternatives
This report, authored by Ben Inker and the GMO Asset Allocation team, examines whether today’s AI-driven market surge represents a bubble and how investors can position effectively.
Valuations of U.S. large-cap and AI-linked stoc...
2025-11-24
Edmond de Rothschild
AI Jitters Pressure Markets as Rate-Cut Expectations Fade
uthored by Edmond de Rothschild Asset Management, this flash update highlights mounting market caution amid AI-related volatility.
Strong Nvidia earnings failed to halt profit taking, with concerns rising over AI-related capex, circula...
