The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
The authors would like to thank the following Deloitte professionals for their
leadership and insight in developing the research and analysis.
Abhinav Chauhan, CJ Burke, Doug Dannemiller, Eric Fox, Jeff
Smith,
A common attitude toward new launches is that “earlier is better.” We’ve been ingrained in thinking that the sooner we buy, the lower the price, due to developer discounts or early bird
For a deeper dive into PRISM 3.0, read our paper, Breaking the ESG Barrier: Empowering Credit Investors Through Better and Faster Data. Transcript Investors need to integrate financially material ESG risks and opportunities
A year of divergence: The market and economic outlook for 2025 [Music] Fabio Bassi: Against a backdrop of slowing inflation and growing geopolitical uncertainty, what’s in store for the global economy, equities, currency,
In response to the hypothetical scenario of investing $10,000 in a single cryptocurrency from the list provided by Crypto Rover on Twitter on April 27, 2025, my choice would be Bitcoin (BTC),
Plenty of Manufacturing Will Stay Put in EM Trump’s policies are designed to bring manufacturing back to the US. Yet whatever incentives may be provided to US companies, we think it’s unrealistic
Market take Weekly video_20250421 Glenn Purves Global Head of Macro, BlackRock Investment Institute Opening frame: What’s driving markets? Market take Camera frame We have argued for a few years that mega forces
This framework is one component of a broader research effort—including quantitative artificial intelligence (AI) tools— to scour the market for high-quality businesses backed by healthy balance sheets and skilled management teams. Shares
Secretary-General of the Gulf Cooperation Council (GCC) Jasem Mohamed Albudaiwi said that the Advantage Oman Forum is a valuable opportunity offered by Oman to discuss and review investment opportunities and initiatives, as
As a detailed trading analysis focused on Solana (SOL) and its intersection with AI-driven crypto market trends, this piece dives into recent price movements, on-chain metrics, trading volumes, and the impact of