Government bondsCity Different Investments: Fed uncertainty, mixed data signals, and record muni supply10 August 2025
Secondary marketsAI capex lifts tech, but risks loom over infrastructure bottlenecks and tariff volatility4 August 2025
EquitiesNewton IM: Growth optimism drives markets, but valuations and liquidity risks loom28 July 2025
EquitiesUBS AM: Markets brace for the tariff volatility, and concerns develop over “irrational optimism”21 July 2025
EquitiesNatixis IM: Growing concerns over stubborn inflation, Fed leadership, and the threat of currency wars14 July 2025
Corporate bondsT. Rowe Price: Adapting fixed income strategies and identifying the potential of agentic AI15 June 2025
EquitiesBrown Brothers Harriman: Shifting sentiment in US Assets and the alternative safe haven8 June 2025
Government bondsL&G Asset Management: Execution strategies must adapt to new levels of urgency1 June 2025
EquitiesWebull Financial: Volatility gives rise to growing appetite for shorter-dated equity options and a bullish retail12 May 2025
EquitiesAllspring Global Investments: Weighing up risks in Chinese Stocks, forecasting volatility, and hedging in exotics5 May 2025
Government bondsNuveen: Risks mount amid dollar depreciation and retail Vs. institutional market divergence28 April 2025