Discover advanced insights from global institutions on important topics
Although markets were relatively calm in August, a number of the forces that weighed earlier in the year in the sentiment of investors are still alive. Moreover, long-term opportunities, such as AI-related investments, have still not been fully investigated. And the total portfolio approach slowly continues to replace the more traditional framework based on modern portfolio theory. Read more about these topics below.
Long-term asset spread-the large disturbance? (BNP Paribas am)
The basic BNP Paribas Asset Management scenario is that the economic environment will again “normalize” in the coming years because markets adapt to new ways of doing business.
Five important themes for the second half of the year – Permanent Income (MFS)
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In the absence of a large macro shock, it has become increasingly complicated to have a high conviction to be a long duration in a number of markets.
Macro insights Q3 2025 (Fisher Investments)
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Explore this in -depth report on important economic and market dynamics that will form the investment landscape for the coming months.
How America Saves 2025 (Vanguard)
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Although published earlier in the year, this report is worth emphasizing. It comes to a critical dynamic within the US economy important for institutional allocers.
3.5% up to 2035: bridging the global infrastructure gap (Allianz)
The global urge to reduce carbon emissions and electrify the global economy is the most important catalyst for investments in infrastructure.
Private assets come to 401KS, but … (Edhec Scientific Infra)
Early private markets Movers In the 401 (K) Space have used partnerships with a supplier of the goal date fund structured as a collective investment confidence.
Stablecoins and the future of regulated digital money (Invesco)
Stablecoins-a kind of stable value Activum issued on a blockchain and it is useful for payment to have reached a bending point.
Caleidoscope series: Geo -Economic Fragmentation (Fidelity International)
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Investors enter a new era of geopolitics with various market dynamics and increased uncertainty. Learn how to navigate the new normal.
Build the backbone of AI (Brookfield)
Throughout history, transformative technologies – from steam engines to the internet – have activated waves of economic progress by reforming industries and creating new markets.
Transition from SAA to TPA (WTW)
An early step that assets owners should consider in their transition from SAA to TPA relates to team and management structures.
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