Chinese language consumption, tech wreck, and gen Z spending
The Massive Image: International Asset Allocation Q2 2025 (Invesco)
Invesco believes that the worldwide financial system will speed up over the following 12 months as central banks ease and actual wages develop. This boosts Invesco’s threat urge for food, particularly after current market volatility.
The best way to Flip Chinese language Consumption Round (UBS AM)
What’s limiting Chinese language spending, and what’s Beijing doing about it?
Two Coverage Dangers within the Highlight (Northern Belief Asset Administration)
The mixture of home political gridlock and ongoing world commerce tensions requires buyers to be disciplined about portfolio technique and keep flexibility to regulate their threat stance as new info emerges.
Tech Wreck 2025: Bubble Burst or Shopping for Alternative? (State Avenue)
Host Tim Graf and International Markets Senior Strategist Cayla Seder analyze the fairness market, the underperformance of U.S. tech shares, and the influence of political, financial and AI developments.
Gen Z: A New Financial Power (Financial institution of America)
Regardless of robust wage development, excessive value of dwelling is weighing on Gen Z, prompting them to spend twice as a lot as they’re saving.
The Australian Federal Election: Implications for Traders (Firstlinks)
Whereas anticipation of devastation from Cyclone Alfred noticed the PM ditch plans to name an election for 12 April, we’re successfully in an election marketing campaign.
ETFs 2029: The Path to $30 Trillion (PwC)
Drawing on the findings from a survey of greater than 70 executives from around the globe, ETFs 2029: The trail to $30 trillion explores the most recent developments and future outlook in a quick increasing and evolving exchange-traded funds market.
FX Speaking: Greenback Falls again to Earth (ING Financial institution)
2025 is popping out to be a tricky yr for the greenback. After its stratospheric rise via the ultimate quarter of 2024, this yr the DXY trade-weighted index is off 6% as each US and European tales are re-assessed.
