Uncategorized

Top Papers: The best insights from January

Navigate today’s uncertainty with the latest investment research This collection of top-quality thought leadership explores themes that will shape markets this year and beyond. They include the second Trump presidency, the growth of data centers in the U.S., and the potential fate of emerging markets. Uncertainty Is Certain (PIMCO) Financial markets are pricing in a […]

Top Papers: The best insights from January Read More »

The 2025 outlook: Will the U.S. advantage continue?

By: Gary Adams,  Senior Investment Content Specialist | 22 Jan 2025 Updated 23 Jan 2025 Decoding the year ahead This Special Report details the key themes likely to shape 2025 – from policy risks and inflation, to AI’s continuing growth story, and developments in fixed income markets. Discover actionable insights as Vanguard’s unique approach to

The 2025 outlook: Will the U.S. advantage continue? Read More »

Market Outlooks 2025 Part IV

Insights from Apollo, ING, Nuveen, and more! Explore this handpicked selection of timely outlook pieces from global asset managers, institutions, and investment banks, covering possible direction of key markets and economies in 2025. 2025 Outlook (PGIM Quantitative Solutions) Following strong 2024 returns, risk asset valuations are historically extended, with U.S. large-cap stocks trading at around

Market Outlooks 2025 Part IV Read More »