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
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome. Europe faces adversity and uncertainty. The negatives are easy to list but hard to quantify:
As we move into 2025, Fabiana Fedeli, CIO Equities, Multi Asset and Sustainability, suggests the Trump trade – investing in stocks that might benefit from the his policies – is likely to
Analysts’ ratings for Federal Realty Investment FRT over the last quarter vary from bullish to bearish, as provided by 8 analysts. The following table summarizes their recent ratings, shedding light on the
Natural Language Processing Changes the Game Clearly, if asset managers could uncover ESG-related controversies faster than their peers, they’d have an investment edge. But that’s easier said than done. Manually sifting through
Transportation research firm TRL secured a strategic investment from London-based private equity firm Blandford Capital to accelerate its growth and expand its reach worldwide. While financial details of the transaction remain undisclosed,
It’s been a rather tumultuous 2025 for the markets so far. The Nifty and the Sensex are down 5% each for the year and the Nifty’s market cap declined a whopping 15%
For a deeper dive into this topic, read European Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity. TRANSCRIPT: John Taylor: In 2024, we had a lot of election risk driving market volatility, and as
What type of businesses could benefit? We believe companies that manufacture equipment or infrastructure for electrification should continue to enjoy solid growth as the quest for energy security plays out. Similarly, equipment
Bitcoin traded at more than USD 100,000 for the first time in 2024, taking returns to about 120% for the year. We look at what factors investors should consider when deciding whether
The Need for Speed Speed to market is an important consideration. In the US, for instance, AI is substantially increasing power demand at a time when significant amounts of coal-fired power generation