Schroders
European Real Estate Faces Uncertainty, but Repricing Unlocks Select Opportunities
Schroders’ April 2025 European Real Estate Market Commentary, led by Oliver Kummerfeldt, highlights market resilience amid geopolitical tension and economic headwinds, with emerging opportunities across sectors following extensive repricing....
2025-05-02
2025-05-02
MFS Investment Management
Global Fixed Income at a Crossroads: Dollar Weakness, Diverging Growth, and Select Opportunities
In this market insight from MFS, Benoit Anne and the Strategy and Insights Group analyze shifting global dynamics, highlighting tactical and structural themes shaping fixed income performance across regions.
- Dollar's Role Endures, But Short-...
2025-05-02
Invesco
US Debt Trajectory Raises Sustainability Questions — Gold Gains Appeal Amid Fiscal Uncertainty
Invesco’s Global Market Strategy Office, led by Paul Jackson, examines the long-term sustainability challenges of US government debt and highlights gold’s potential role as a strategic hedge.
Debt Outlook Worsening: US debt-to-GDP r...
2025-05-01
BlackRock/iShares
Economic Constraints Tighten as U.S. Trade Policy Shifts Stir Market Volatility
This report from the BlackRock Investment Institute, authored by leading strategists including Michel Dilmanian and Jean Boivin, analyzes how hard economic rules are beginning to limit the scope of U.S. policy actions, with a specific focus on trade...
2025-05-01
Pimco
Public Credit Shows Resilience Amid Market Volatility
In this April 2025 chartbook, Mohit Mittal, PIMCO’s CIO of Core Strategies, assesses public corporate credit markets, emphasizing their strength and liquidity despite broader financial market stress.
Liquidity Remains Intact: Investm...
2025-05-01
Edmond de Rothschild
Markets Buoyed by Trade Softening, but Macro Weakness Persists
This Market Flash from Edmond de Rothschild Asset Management provides a timely assessment of how shifting U.S. trade rhetoric, led by the Trump administration, is impacting global financial markets and monetary policy expectations.
Trade Policy...
2025-05-01
Edmond de Rothschild
Markets Buoyed by Trade Softening, but Macro Weakness Persists
This Market Flash from Edmond de Rothschild Asset Management provides a timely assessment of how shifting U.S. trade rhetoric, led by the Trump administration, is impacting global financial markets and monetary policy expectations.
Trade Policy...
2025-04-29
State Street Global Advisors
Broadening Horizons: Opportunities Beyond US and Tech Leadership
This report, created by the SPDR ETF Strategy Team, offers a Q2 2025 analysis of global sector and equity trends amid heightened trade tensions and shifting investor sentiment.
Market Shift: Investors are urged to diversify beyond US la...
2025-04-29
GMO
Emerging Debt Outlook: Attractive Opportunities in Local Currencies Amid Rising Risks
The featured report, prepared by GMO’s Emerging Country Debt team, offers a Q1 2025 valuation update on emerging market debt and a scenario analysis of tariff impacts.
Hard Currency Debt: Credit spreads are assessed as neutra...
2025-04-29
Allianz Global Investors
European Equities: Defensive Strategies in a Volatile Trade Environment
Prepared by Christoph Berger and Thomas Grillenberger from Allianz Global Investors, this Q2 2025 report examines the outlook for European equities amid rising global trade tensions and recession risks.
Market Impact: Harsh US tariffs h...
