Global Economic Outlook

Lead Content

Exceptions to U.S. Exceptionalism (State Street)

Entering 2025, State Sreet pinpointed several critical fault lines and promising updrafts for financial markets.…

Japan Senior Living – Capitalizing on Structural Trends (Nuveen)

Combined with a progressively aging population and a low fertility rate, demand for senior homes across key…

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Structured Assets Update: Insights, Opportunities, and Pitfalls (PGIM)

Jennison’s Dmitri Rabin gives an in-depth review of structured assets, including trends in real estate, government…

Q2 2025 Private Credit Quarterly Review and Outlook (Metlife IM)

MetLife Investment Management originated $3.4B across private credit in Q2 2025, executing 63 transactions across…

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TOP RECENT POSTS

Macro Insights Q3 2025 (Fisher Investments)

PE and Macro Factors: Cash Flows and Performance (PGIM)

The Leaning Tower of Austerity: The Future of Sovereign Debt in Europe (New York Life Investments)

The Empire of IOU: The Future of U.S. Sovereign Debt (New York Life Investments)

Trust or Bust: The Megatrend of Global Debt Sustainability (New York Life Investments)

Mo’ Money, Mo’ Problems (Metlife IM)

Long-Term Asset Allocation – The Great Disruption? (BNP Paribas AM)

A dynamic market creates new sectoral diversification opportunities (FTSE Russell)

Trade Policy and the Framework of a Second American Century (State Street)

Centrally Cleared Repo Market Brief (State Street)

Global ETF Megatrends: 2025 Midyear Review (State Street)

In Tune with the Markets: Gambling with Governance (Robeco)

Seeking Stability with High Quality Fixed Income (PIMCO)

Where Next on Inflation’s Puzzling Path? (State Street)

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

The re-globalization Megatrend (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Are the rules changing? (Special Report, 2022)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

Secular Outlook: The Fragmentation Era (PIMCO)

The Art of Learning: Asset Allocation Insights (KKR)

Innovation Remains the Engine of Growth (Robeco)

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Savvy Investor

Insights you might have missed last week

ETF megatrends, European debt, Japan senior livingBelow, you'll find a selection of the highest…

Savvy Investor

Commodities: A hedge against uncertainty?

2025 has been a volatile year. One asset manager said that...

Savvy Investor

CIO reading list: August 2025

In this edition of our CIO Reading List, we bring to you a range...