Northern Trust
Reflections On 2024
This report reflects on key economic and political developments of 2024, offering insights into the evolving global landscape and their implications for 2025.
• Political Shifts: Over 70 countries held elections, with signifi...
2024-12-23
2024-12-23
GMO
Bargain, Value Trap Or Something In Between
The GMO Quarterly Letter (Q4 2024), authored by Ben Inker and Anna Chetoukhina, analyzes underperforming equity markets and outlines investment opportunities.
• U.S. Large Value Equities: Among the cheapest in history, poised for po...
2024-12-23
Capital Group
Long-term perspective on markets and economies
This Capital Group 2025 Outlook provides a comprehensive analysis of economic, equity, and fixed-income opportunities for the year ahead, identifying key investment strategies amid global uncertainty.
• U.S. Economic Strength: The U...
2024-12-19
Blue Bay Asset Management
Turbulent markets call for more than an Index
This BlueBay report authored by Mark Dowding, examines the impact of turbulent markets on investment strategies for 2025, emphasizing the importance of active management.
• U.S. Economic Resilience: Strong growth and low unemploymen...
2024-12-19
State Street Global Advisors
Emerging Market Debt Market Commentary: November 2024
This Emerging Market Debt Commentary by State Street Global Advisors analyzes November 2024 trends in EM local and hard currency bond markets, highlighting key drivers and regional dynamics.
• Local Currency Bonds: EM currencies wea...
2024-12-19
Amundi Asset Managers
Germany’s path ahead
This Amundi Cross Asset Investment Strategy report provides key insights into economic and market trends for 2025, with a focus on global growth, inflation, and tactical investment strategies.
• Economic Outlook: The ECB targ...
2024-12-19
Schroders
2025 Outlook
This 2025 Outlook highlights the potential of U.S. small-cap stocks as a cost-effective way to capitalize on the country’s robust economic growth.
• Economic Drivers: Onshoring, CAPEX growth, and a supportive policy env...
2024-12-18
VanEck
Understanding equal-weighted investment strategies
This VanEck Whitepaper provides a detailed comparison of equal-weighted and market-cap-weighted investment strategies, highlighting their respective benefits and challenges.
Key Advantages of Equal-Weighted Strategies:
• Gre...
2024-12-18
Nuveen
Wheels down, elevation up: Five themes for a new economic landing
This 2025 Outlook from Nuveen's Global Investment Committee highlights five key investment themes for a structurally higher growth and inflation environment.
• Debt Markets: Favor high-yield and securitized assets with at...
2024-12-18
Vanguard
Economic And Market Outlook For 2025: Beyond The Landing
The Vanguard 2025 Economic and Market Outlook report explores key drivers and risks shaping global economies and markets in the coming year.
• Global Insights: Inflation is nearing central bank targets, signaling a monetary easing cycle,...
