High 10 papers Learn in November 2025
We current the best-performing papers from November 2025 by variety of downloads
The Huge Image: International Asset Allocation 2026 Outlook (Invesco)
For compliance causes, this paper is just accessible in sure geographies
Invesco expects the worldwide financial system to speed up throughout 2026. Coupled with Fed easing and a weaker greenback, it expects this to favor cyclical belongings.
Six Brave Questions For 2026 (Orbis Investments)
For compliance causes, this paper is just accessible in sure geographies
Orbis’ funding leaders discover six key questions buyers needs to be asking to check assumptions and sharpen their considering.
The Fallacy of Focus (State Road)
For compliance causes, this paper is just accessible in sure geographies
Concentrated market-cap weights don’t enhance index threat, as bigger shares are extra diversified and their greater weights are balanced by decrease volatility.
Investing at Market Highs (Citi)
For compliance causes, this paper is just accessible in sure geographies
Market highs can increase issues about their sustainability and potential future corrections out there. Nevertheless, market highs are additionally a needed incidence in rising markets and might sign constructive underlying market circumstances.
2025 International Threat Report (PGIM)
For compliance causes, this paper is just accessible in sure geographies
In a fast-changing world, typified by heightened financial and technological competitors between nice powers, underappreciated dangers might upend the funding outlook. PGIM’s fourth annual International Threat Report, partnered with Bloomberg Media, uncovers rising threat eventualities utilizing its proprietary AI instruments.
High of Thoughts | AI: In a Bubble? (Goldman Sachs)
For compliance causes, this paper is just accessible in sure geographies
AI bubble issues are again, and arguably extra intense than ever, amid a major rise within the valuations of many AI-exposed corporations, continued huge investments within the AI buildout, and the growing circularity of the AI ecosystem. So, are AI bubble issues warranted, or overblown?
Lengthy-Time period Asset Return Examine: Final Information to Lengthy-Time period Investing (Deutsche Financial institution Analysis Institute)
For compliance causes, this paper is just accessible in sure geographies
The twentieth anniversary version of this flagship Lengthy-Time period Examine examines how asset courses have carried out throughout a variety of macroeconomic, coverage, and valuation environments, drawing on knowledge all the best way from the 18th century to at the moment.
Macro Insights Chartbook This autumn: Tariffs, Sentiment, Inflation (Fisher Investments)
For compliance causes, this paper is just accessible in sure geographies
Regardless of cautious sentiment and blended financial indicators, Fisher Investments thinks the bull market ought to proceed. Higher than anticipated financial development, sturdy company outcomes, and readability on tariffs and taxes ought to permit actuality to exceed expectations, setting the stage for the subsequent leg of the bull market.
2026 Funding Administration Outlook (Deloitte)
For compliance causes, this paper is just accessible in sure geographies
What lies forward for the funding administration business within the coming months? Discover our 2026 outlook.
Capital Market Outlook This autumn 2025 (Berenberg Financial institution)
For compliance causes, this paper is just accessible in sure geographies
Professor Bernd Meyer and group present an outlook for the fourth quarter of 2025 within the present Horizon publication.
