Insights for and from CIOs
This 12 months’s closing CIO studying record highlights a few of the most compelling thought management round, that includes the likes Crescat Capital, New York Life Investments, and Deutsche Financial institution. Examine 2026 – proper now.
For CIOs
2026 Outlook: Charting the 12 months Forward (New York Life Investments)
Markets are at present extremely taught. The place are the alpha alternatives in 2026?
Setting up a Broad Digital Asset Index (MarketVector Indexes)
Crypto-curious buyers may be overwhelmed by the nuances of the digital asset market, and wild worth swings and complicated technological jargon may be complicated.
Sustainable funding: plateauing or poised for progress? (FTSE Russell)
For compliance causes, this paper is simply accessible in sure geographies
Because the Russia-Ukraine battle started, vitality safety has eclipsed web zero as a precedence for policymakers, whereas points similar to variety, fairness and inclusion have confronted rising political pushback.
Dynamic Allocation Rises, Pensions Face Dysfunction (Amundi)
For compliance causes, this paper is NOT accessible in america
Pension buyers have entered a brand new regime of managed dysfunction: a multipolar world reshaped by the tech revolution and monetary divergence.
25 Years of ETFs in Europe: Charting the Subsequent Frontier (State Avenue)
It’s been 25 years for the reason that first ETF launched in Europe. Since then, the market has grown — first steadily, then exponentially.
From CIOs
CIO Perception: Sequence 4 (Manulife IM)
For compliance causes, this paper is simply accessible in sure geographies
Colin Purdie, CIO – Public Markets at Manulife IM, sits down with senior leaders from throughout the enterprise to share views on key themes shaping markets and portfolios.
Spain — Spectacular Financial Progress, As soon as Once more (Deutsche Financial institution)
The Spanish economic system will shut 2025 having posted spectacular progress ranges, as soon as once more nicely above the European common.
Megacap Tech Prime (Crescat Capital)
Has Nvidia, together with the remainder of the “Magnificent 7,” the Nasdaq 100, and the S&P 500, already peaked for the present enterprise cycle?
CIO Trade Information: November 2025 (DBS)
For now, it appears as if the tariff bugbear has made manner for a distinct concern within the markets—that extremely divisive b-word: Bubble.
