Edmond de Rothschild
Investment Strategy
This Investment Strategy Report by Edmond de Rothschild rovides an outlook for 2025, emphasizing the importance of adapting to a volatile economic and monetary environment.
Key Insights:
• Equities: U.S. equities may underperform a...
2025-01-09
2025-01-09
DWS
Monthly Market Analysis And Positioning
The DWS Investment Traffic Lights Report provides strategic investment insights to navigate the evolving market landscape.
Key Highlights:
• Equities: U.S. large-caps offer moderate upside, while European and Japanese equities pr...
2025-01-08
AXA Investment Managers
Three Questions for 2025
This Macrocast Report from AXA Investment Managers examines key global economic and policy dynamics shaping 2025, offering insights into the implications for investors.
• U.S. Policy Landscape: Market volatility expected as fiscal h...
2025-01-08
Amundi Asset Managers
Weekly Market Directions
This Special Edition of Weekly Market Directions by Amundi provides an outlook for 2025, focusing on global economic resilience and key investment themes.
• Global Growth: U.S. transitions to slower but steady growth; Eu...
2025-01-08
Legal & General Investment Management
2025 global outlook - Touchdown?
The 2025 Global Outlook report by LGIM offers strategic insights for professional investors, emphasizing public and private market dynamics.
Key Takeaways:
• Economic Projections: Anticipated volatility due to policy shifts under the ne...
2025-01-07
Northern Trust
Random Thoughts
This report, authored by Northern Trust’s Global Economic Research team, provides an insightful outlook on key global economic and financial themes as we transition into 2025.
• Geopolitical Events: Elections in major economi...
2025-01-07
NatWest Group
Conflicting forces
This NatWest Economic Update examines the conflicting forces shaping global economies as we enter 2025, focusing on inflation, labor markets, and policy shifts.
• UK Economy: Gradual recovery expected, with 1.4% growth in 2025, but...
2025-01-07
Schroders
Quarterly Markets Review - Q4 2024
This Quarterly Markets Review from Schroders provides a comprehensive analysis of global market trends in Q4 2024, highlighting key developments and their implications for 2025.
• U.S. Strength: S&P 500 posted strong gains...
2025-01-03
Invesco
Global Fixed Income Strategy
This report, authored by Invesco Fixed Income, presents insights from the November IFI Summit on global macroeconomic trends, market risks, and investment opportunities in 2025. &n...
2025-01-03
WisdomTree
Japan as a Magnificent 7 diversifier
This WisdomTree Insight explores Japan’s economic recovery and its role as a diversification opportunity for global portfolios.
• Economic Stabilization: Despite volatile growth, Japan shows resilience, driven by strong...
