Consider This: The Weaponisation of Supply Chains (Franklin Templeton)
How secure are the world’s supply chains? As geopolitics and technology collide, investors must rethink risk,…
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Macro Pulse: Macro in the Mid-Year Sun (New York Life Investments)
The July Macro Pulse from the New York Life Investments Global Market Strategy team highlights easing tail risks…
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Can Markets Look Past a Worsening Economy? (UBS AM)
It was an extraordinary first half of the year for markets. After a near 20% drawdown, the S…
Relative Value & Tactical Asset Allocation – Q3 2025 (MetLife IM)
MetLife Investment Management presents their latest thinking on asset allocation.
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Monthly Chart Pack: H2 2025 Outlook edition
What might the next six months look like?
This edition of the monthly chart pack presents…
