Global Strategy Outlook

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Global Investment Views - September 2025 (Amundi)

Explore Amundi's latest views, convictions and outlook of its Global CIOs, Investment Platforms and the Amundi…

Guide to Alternatives Q3 2025 (JP Morgan AM)

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit,…

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House Report Q3 2025: Dollar Dynamics (Sarasin & Partners)

This edition of the Sarasin House Report centers on the enduring global impact of President Trump’s ‘Liberation…

CIO Views | A Yen for Stablecoins: Japan Confronts Rising Yields (Rockefeller Global Family Office)

This month's report explores Japan's rising yields and stablecoins' role in boosting U.S. Treasury demand.

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TOP RECENT POSTS

Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)

A Season of Change? Navigating Economic Winds (Amundi)

Macro Pulse: Turning Leaves, Turning Points (New York Life Investments)

Global Fixed Income Strategy - September 2025 (Invesco)

Forecasting Financial Markets with Signals from Social Media (FTSE Russell)

Pushing Rocks Uphill: The Case for European Equities in 2025 (Baillie Gifford)

Performance Insights – September 2025 (FTSE Russell)

2025 Q3 Capital Market Assumptions (PGIM Quantitative Solutions)

The Implications of U.S.-China Trade Negotiations (PGIM Fixed Income)

Capital Market Assumptions 2025 (Fidelity Investments)

CIO Views | US Equity: Great Earnings, Greater Expectations — and a Market Held Up by a Few Giants (Nomura)

Trend & Cycle: The Long View – September 2025 (RBC)

CIO Views | Taking Stock of Market Dynamics (Merrill)

CIO Views | Market Paradoxes, Broken Correlations and Mixed Signals (Nomura)

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ALL TIME

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

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

Micro Caps: Is Now the Time? (Special Report, 2023)

2023 Bond Outlook: The long view (Special Report, 2023)

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

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

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

Global Sovereign Asset Management Study 2025 (Invesco)

Tactical Asset Allocation - August 2025 (Invesco)

Active Fixed Income Perspectives Q3 2025: The Power of Income (Vanguard)

Secular Outlook: The Fragmentation Era (PIMCO)

Fixed Income Perspectives Q2 2025 (Capital Group)

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Top Picks

Savvy Investor

Top Papers: Thought-provoking insights from August

Markets have remained relatively calm in August...

Savvy Investor

CIO reading list: August 2025

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

Savvy Investor

The new face of the global economy

This selection of timely insights sheds light on....