Insights you might have missed last week
Chinese consumption, tech wreck, and gen Z spending
The Big Picture: Global Asset Allocation Q2 2025 (Invesco)
Invesco believes that the global economy will accelerate over the next 12 months as central banks ease and real wages grow. This boosts Invesco’s risk appetite, especially after recent market volatility.
How to Turn Chinese Consumption Around (UBS AM)
What is limiting Chinese spending, and what is Beijing doing about it?
Two Policy Risks in the Spotlight (Northern Trust Asset Management)
The combination of domestic political gridlock and ongoing global trade tensions requires investors to be disciplined about portfolio strategy and maintain flexibility to adjust their risk stance as new information emerges.
Tech Wreck 2025: Bubble Burst or Buying Opportunity? (State Street)
Host Tim Graf and Global Markets Senior Strategist Cayla Seder analyze the equity market, the underperformance of U.S. tech stocks, and the impact of political, economic and AI trends.
Gen Z: A New Economic Force (Bank of America)
Despite strong wage growth, high cost of living is weighing on Gen Z, prompting them to spend twice as much as they are saving.
The Australian Federal Election: Implications for Investors (Firstlinks)
While anticipation of devastation from Cyclone Alfred saw the PM ditch plans to call an election for 12 April, we are effectively in an election campaign.
ETFs 2029: The Path to $30 Trillion (PwC)
Drawing on the findings from a survey of more than 70 executives from around the world, ETFs 2029: The path to $30 trillion explores the latest trends and future outlook in a fast expanding and evolving exchange-traded funds market.
FX Talking: Dollar Falls back to Earth (ING Bank)
2025 is turning out to be a tough year for the dollar. After its stratospheric rise through the final quarter of 2024, this year the DXY trade-weighted index is off 6% as both US and European stories are re-assessed.
