Robeco
Financials – riding the wave or getting washed away?
Robeco’s Monthly Market Monitor provides an in-depth analysis of the latest financial market developments, macroeconomic trends, and investment outlooks. Compiled by Robeco’s multi-asset experts, the report covers key shifts in global mar...
2025-03-14
2025-03-14
BlackRock/iShares
Big policy shifts reinforce higher rates
This week's BlackRock Investment Institute commentary provides a deep dive into major policy shifts impacting global markets and investment strategy. Key insights include:
Higher-for-Longer Rates: U.S. tariffs and Europe’s fiscal...
2025-03-12
GMO
Why Japanese Equities Deserve a Bigger Spot in Your Portfolio
The featured report outlines why Japanese equities present a compelling investment opportunity amid shifting global market conditions.
Key Takeaways:
Japan’s Exit from Deflation: Sustained inflation and wage growth (4.8% YoY) si...
2025-03-12
Northern Trust
The US Fiscal State Of Play
Northern Trust examines major fiscal and trade developments impacting global markets, with a focus on the U.S., tariffs, and Germany’s economic pivot.
Key Takeaways:
U.S. Fiscal Outlook: Budget deficits remain a structural risk,...
2025-03-11
VanEck
How New Crypto Regulations may Shape the Future of Digital Assets
The featured whitepaper explores the evolving regulatory landscape for cryptocurrencies in the US and Europe and its potential impact on digital asset markets.
Key Takeaways:
US Policy Shift: President Trump’s pro-crypto stance...
2025-03-11
NatWest Group
Germany’s Economic Pivot: Implications for Investors
The report by NatWest analyzes Germany’s shift in fiscal policy, trade disruptions, and monetary developments, offering insights into their economic and market impacts.
Key Takeaways:
Germany’s Fiscal Expansion: A major po...
2025-03-11
Blue Bay Asset Management
American exceptionalism: can the momentum continue?
RBC Global Asset Management examines the sustained dominance of U.S. equities, key economic drivers, and potential risks to continued growth.
Key Takeaways:
Equity Market Leadership: The S&P 500 outperformed global indi...
2025-03-06
VanEck
Role of metal recycling in decarbonization
What is the Role of Metal Recycling in Decarbonization? The featured whitepaper explores the growing importance of metals recycling in meeting the rising demand for critical minerals essential for the global energy transition.
...
2025-03-05
Northern Trust
Southeast Asia Tries To Preserve Trade
Read about on trade dynamics, inflation trends, and taxation policies shaping global markets.
Key Takeaways:
Southeast Asia’s Trade Balancing Act: ASEAN nations are key players in global trade but face potential U.S. tariffs ami...
2025-03-05
NatWest Group
Finding the right policy prescription
NatWest examines key macroeconomic trends, including UK housing market resilience, global trade fragmentation, and shifting policy landscapes in the US and Germany.
UK Housing Market: House prices rose 0.4% in February, but a slowd...
