VanEck
Mining Industry: A Crucial Sector For Modern Economic Stability
The VanEck Whitepaper examines the strategic significance of the mining industry, highlighting the economic and geopolitical value of critical minerals. Key insights include:
• Metals are vital for decarbonization, defense, and technolog...
2024-11-04
2024-11-04
AXA Investment Managers
Will COP29 be an enabling COP?
The featured Outlook report provides insights into expectations for the upcoming climate conference in Baku, Azerbaijan. Key points include:
• Focus areas include climate finance, especially the push for $1 trillion in annual fundin...
2024-11-04
UBS Asset Management
Monthly insights into private markets
The report provides insights into private markets, covering real estate, infrastructure, private equity, and credit. Key points include:
• Real estate shows signs of bottoming as property yields stabilize, but sustained recovery depends...
2024-10-31
State Street Global Advisors
Bond Compass - Q4 2024
The State Street Bond Compass report provides insights into bond markets and investment opportunities for the upcoming quarter. Key highlights include:
• Investor sentiment remains cautious, with tepid demand for U.S. Treasuries amid expectat...
2024-10-31
Northern Trust
Closing The Year Well
Northern Trust's Economic Outlook provides a forward-looking analysis of major global economies amid shifting economic and monetary policies. Key insights include:
• U.S. growth remains robust, with steady consumer spending and moder...
2024-10-31
NatWest Group
Tax, spend, borrow and grow?
This report provides an analysis of the UK’s new fiscal policies aimed at balancing growth, tax increases, and public investment. Key takeaways include:
• Largest tax hike since 1993, with tax burden projected to reach 38.2% of GDP...
2024-10-29
NatWest Group
New Rules
The NatWest Economic Update outlines recent developments in the UK, Eurozone, and U.S. economies, with a focus on fiscal changes and energy outlook. Key insights include:
• UK PMI fell to an 11-month low, signaling growth challenges ahea...
2024-10-29
J.P. Morgan Asset Management
The Weekly Brief
This report provides an update on global market trends, focusing on economic indicators and investment strategies. Key insights include:
• U.S. consumer confidence and spending remain robust, supporting sustained economic momentum.
&bul...
2024-10-29
Nuveen
A vote to consider preferred securities
Nuveen's weekly commentary, led by Saira Malik, provides insights into earnings season and fixed income opportunities. Key highlights include:
• 75% of S&P 500 companies reporting so far have beaten earnings estimates, though gro...
2024-10-28
Allianz Global Investors
Resilience in the face of geopolitical uncertainty
The Allianz Equities Outlook, authored by Christoph Berger and Thomas Grillenberger, examines resilience in European markets amid geopolitical uncertainty. Key insights include:
• Despite political and economic challenges, European equit...
