Insights from the IMF, UBS Asset Management and more
“The summer AI has become ugly”, Van Deutsche Bank Research Institute, is a daring claim. Although it refers to how market participants have viewed AI and AI-related developments in recent months, it is an indication of a broader attitude. You can read the series completely below. Apart from this, it is clear that sentiment against bond and stock markets is optimistic. How should allocers work in this environment?
Research into artificial intelligence (Invesco)
Progress in model design, computing power and the exponential growth of the data set The stage for today’s rapid progress in AI innovation.
Living on a prayer: 2025 Global Retirement Index (Natixis IM)
This article is not accessible in the United States and Canada for compliance reasons
More and more people are worried that no pension promises will be reached. There are various factors behind this fear.
A season of change? Navigating by Economic Wind (Amundi)
This article is not accessible in the United States for compliance reasons
Vincent Mortier, Group Chief Investment Officer, and Monica Defend, head of Amundi Investment Institute & Chief Strategist, discuss the current market conditions.
Global ETF Megatrends: 2025 Mid -year Review (State Street)
The ETF market continues to grow and evolve, adapting to new economic and financial circumstances and investment goals.
In The Gaps: Alternative Credit Newsletter Summer 2025 (Ares)
This newsletter investigates credit markets in a historical context, liquidity locations, economic dynamics and more.
Evolution of Business Credit (UBS AM)
The business credit market undergoes a fundamental transformation that reforms how investors approach their fixed -income portfolios.
Summer AI became ugly (Deutsche Bank Research Institute)
This two -part series looks at how AI transforms the world and investigates the practical benefits that it can offer, as well as the illusions that investors must remain of.
The geopolitics of Biotech (Lazard)
The biotech sector comes up as a different limit of global geopolitics, as has shown in recent years.
100 days later, does the euro win on the world stage? (ING)
If the euro will achieve more success at the global stage, there will clearly be both “push” and “pull” factors.
Connect Europe’s investment gap (Bruegel)
Life insurance and pensions overlap, with the distinction that pension funds are often linked to employment, such as through professional pensions.
Private Credit is not a material financial stability risks (MFA)
There is now a growing consensus among academics and supervisors that private credit does not constitute a systemic risk for banks or the wider financial system
F&D September 2025 (IMF)
Technology reforms geopolitics, economic activity and financial markets. Explore the latest IMF problem about stablecoins, tokenization and globalization.
#Top #papers #voting #insights #September