Insights from the IMF, UBS Asset Administration, and extra
“The Summer season AI Turned Ugly,” from Deutsche Financial institution Analysis Institute, is a daring declare. Although it refers to how market contributors have considered AI and AI-related developments in current months, it’s indicative of a broader angle. You’ll be able to learn the sequence in full under. Except for this, it’s clear that sentiment towards bond and fairness markets is optimistic. How ought to allocators function on this setting?
Exploring Synthetic Intelligence (Invesco)
Advances in mannequin design, computing energy, and the exponential progress of knowledge set the stage for as we speak’s fast progress in AI innovation.
Residing on a Prayer: 2025 World Retirement Index (Natixis IM)
For compliance causes, this paper is NOT accessible in the USA and Canada
An increasing number of persons are frightened that retirement guarantees won’t be met. There are a number of elements behind this nervousness.
A Season of Change? Navigating Financial Winds (Amundi)
For compliance causes, this paper is NOT accessible in the USA
Vincent Mortier, Group Chief Funding Officer, and Monica Defend, Head of Amundi Funding Institute & Chief Strategist, focus on present market situations.
World ETF Megatrends: 2025 Midyear Overview (State Avenue)
The ETF market continues to develop and evolve, adapting to new financial and monetary situations and funding objectives.
Within the Gaps: Various Credit score E-newsletter Summer season 2025 (Ares)
This text explores credit score markets in a historic context, liquidity gaps, financial dynamics, and extra.
Evolution of Company Credit score (UBS AM)
The company credit score market is present process a elementary transformation that’s reshaping how traders strategy their mounted earnings portfolios.
The Summer season AI Turned Ugly (Deutsche Financial institution Analysis Institute)
This two-part sequence appears to be like at how AI is remodeling the world, exploring the sensible advantages it might convey, in addition to the illusions that traders must steer clear of.
The Geopolitics of Biotech (Lazard)
The biotech sector is rising as one other frontier of worldwide geopolitics, as current years have proven.
100 Days in, Is the Euro Gaining Floor on the World Stage? (ING)
If the Euro is to realize higher success on the worldwide stage, there’ll clearly be each “push” and “pull” elements concerned.
Plugging Europe’s Funding Hole (Bruegel)
Life insurance coverage and pensions overlap, with the excellence that pension funds are sometimes linked to employment, reminiscent of via occupational pensions.
Personal Credit score Does Not Pose Materials Monetary Stability Dangers (MFA)
There may be now a rising consensus amongst teachers and regulators that personal credit score doesn’t pose a systemic danger to banks or the broader monetary system
F&D September 2025 (IMF)
Know-how is reshaping geopolitics, financial exercise, and monetary markets. Discover the most recent IMF concern on stablecoins, tokenization, and globalization.
