Schroders
Why DeepSeek won’t change the trajectory of AI investment
Schroders' report analyzes the impact of DeepSeek, a Chinese AI startup, on global AI investment trends. While its low-cost model initially unsettled markets, key investors have maintained or even increased their AI spending.
Key I...
2025-02-24
2025-02-24
Northern Trust
Long And Variable Lags
Northern Trust's latest U.S. Economic & Interest Rate Outlook analyzes key macroeconomic trends and policy developments shaping financial markets.
The Federal Reserve remains in a holding pattern, awaiting further data on inflati...
2025-02-24
Edmond de Rothschild
As Peace Talks Between Russia And Ukraine Start, Donald Trump Remains Unpredictable
Edmond de Rothschild’s latest market flash analyzes key global economic and geopolitical events shaping financial markets.
European equities initially surged on optimism around Ukraine peace talks but later declined due to Trump...
2025-02-21
Amundi Asset Managers
US inflation surprises on the upside
The latest Weekly Market Directions report from Amundi Investment Institute provides key insights into global markets, inflation trends, and investment opportunities.
US Inflation Trends: January’s CPI exceeded expectations, p...
2025-02-21
Allianz Global Investors
How is digitalisation shaping wealth management?
The featured report by Allianz Global Investors explores the impact of digitalisation on wealth management, highlighting key trends and strategic opportunities.
Rise of Digital Investing: Younger, tech-savvy investors are driving demand...
2025-02-21
MFS Investment Management
Macro Talking Points
This financial report provides insights into key macroeconomic trends impacting fixed income markets, with a focus on US inflation, European investment-grade (IG) credit, and currency dynamics.
US inflation remains volatile, with seasonal...
2025-02-19
Nuveen
Familiarity breeds investment ideas
The featured CIO commentary provides insights into market volatility driven by inflation data, trade tensions, and shifting Fed expectations. Key takeaways include:
Inflation Surprise: January’s CPI data exceeded expectations,...
2025-02-19
Schroders
Economic and Strategy Viewpoint – Q1 2025
Schroders latest macroeconomic outlook for Q1 2025 analyzes key trends across global markets and economic policy shifts.
Global Growth: Expected to moderate at 2.5% in 2025, with a slight acceleration to 2.8% in 2026. &nbs...
2025-02-19
BlackRock/iShares
AI a key driver of the power outlook
BlackRock Investment Institute’s latest report explores how artificial intelligence (AI) is driving power demand and shaping investment opportunities.
AI-related infrastructure and utilities are experiencing strong growth.
U.S. me...
2025-02-18
AXA Investment Managers
Under Surveillance
The latest Macrocast report from AXA Investment Managers examines key global economic developments, with a focus on inflation trends, geopolitical risks, and market implications.
US Inflation Rebound: Core inflation rose unexpectedly in J...
