Insights for professional investors
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Insights for professional investors
Investment Research - so you are well informed
Thornburg Investment Management
The valuation gap between U.S. and global equities is historically wide, highlighting opportunities abroad.
NS Partners
Weak money growth signals downside risks for equities, despite recent market resilience and expectations of monetary easing.
Fiera Capital
The European real estate debt market is expected to continue its recovery.
Fisch Asset Management
Emerging market corporate bonds face headwinds from global economic shifts, but selective opportunities exist.
Mirova
Water scarcity and quality challenges are intensifying, creating investment opportunities across the entire water value chain.
Ashmore Group
US exceptionalism faces challenges in the face of fiscal consolidation and AI competition.
Wellington Management
Europe’s transition to a more domestically driven, interventionist economy could reshape equity markets.
State Street Global Advisors
Germany’s upcoming election is unlikely to drive major macroeconomic changes, with fiscal expansion too small to alter weak growth and market trends.
CPR Asset Management
The US dollar’s sustained strength exacerbates global trade tensions.
Pictet Asset Management
“Megatrends are a crucial source of long-run revenue and earnings growth.”
