Among the most thought-provoking items from this month
Bolster your portfolio with the correct various investments, dive into the historical past of probably the most dependable dividend paying firms in America, discover the impression of AI on productiveness, navigate the current commerce turmoil, and learn the way to mitigate total threat whereas bettering returns.
20 Enjoyable Details about S&P 500 Dividend Aristocrats (S&P Dow Jones Indices)
The S&P 500 Dividend Aristocrats index tracks firms throughout the S&P 500 which have constantly raised their dividends for not less than 25 consecutive years.
The Artwork of Studying: Asset Allocation Insights (KKR)
For compliance causes, this paper is NOT accessible in the USA and Canada
With a whirlwind of current developments KKR thinks it is smart to replace what we now have all been studying, particularly because it pertains to the agency’s Regime Change thesis.
Innovation Stays the Engine of Progress (Robeco)
Though the evolving commerce struggle has fueled uncertainty over the world financial order and roiled markets, humanity’s knack for overcoming hurdles by innovation persists.
Energetic Mounted Earnings Views Q2 2025: Dangers to Realities (Vanguard)
For compliance causes, this paper is barely accessible in the USA
Larger-quality bonds have outperformed to date this yr as Treasury yields broadly declined and credit score spreads widened.
Europe’s Securitisation Revival: The place to from Right here? (PGIM Mounted Earnings)
The modifications coming to Europe’s financial and political panorama are rising at traditionally unprecedented speeds.
Unlocking Infrastructure Alternatives (UBS AM)
The demand for semi-liquid options stems from an investor’s need for elevated flexibility of their portfolio allocations.
Tailoring Actual and Various Property to Illiquidity Urge for food (Amundi)
For compliance causes, this paper is NOT accessible in the USA
Together with various investments in a portfolio will increase anticipated returns by 50 to 100 foundation factors with a medium urge for food for illiquidity threat.
The Shift in U.S. Management: Constructing the Euro for a New Age (DB)
This report assesses what the current radical departures in U.S. management within the world economic system imply for Europe.
World Asset Administration Report 2025 (BCG)
Three forces are reshaping the {industry}: shifts in product choices and approaches to distribution, industry-wide consolidation, and the necessity for leaner value buildings.
How are U.S. Shoppers and Corporations Responding to Tariffs? (Apollo)
This report presents in charts the impression of U.S. tariffs on customers and the course of the nation’s economic system.
Monitoring the Value Impacts of U.S. Tariffs (State Road)
Alberto Cavallo, Professor, Harvard Enterprise Faculty and co-founder of PriceStats, discusses inflation traits, previous and current.
Why High quality Shares Aren’t Doing Higher this Yr (Morningstar Indexes)
Why are high quality shares lagging? It’s helpful to open the hood and study the character of high quality investing from each holdings-based and returns-based views.
Investing amid Commerce Wars (Sparkline Capital)
Sadly for traders, tariff-exposed shares comprise the overwhelming majority of inventory indexes. How can allocators navigate round this threat?
A Commerce Breakdown (Lyn Alden)
This text examines the character of U.S. commerce and sheds gentle on its advanced realities intimately.
AI Beneficiaries: Investing in Second-Order Results (Morgan Stanley IM)
The long-term consequence for chip producers stays unsure, however the historical past of different disruptive applied sciences suggests a constructive future.
