Will 2026 convey extra stability?
This number of thought management accommodates a few of our highlights from 2025. Discover in-depth Particular Reviews protecting matters from worldwide equities to non-public credit score, cutting-edge white papers from the likes of Citi and State Road, and dynamic conversations from towering market figures, corresponding to James Grant.
Particular Reviews and webinar takeaways
Democratization and the Progress of Semi-Liquid Funds in Europe (State Road)
Throughout Europe, regulatory reform, digital innovation, and investor demand are converging to democratize entry to different investments.
Personal Credit score: Navigating Alternative in a Maturing Market (Nuveen)
This Particular Report explores how non-public credit score has developed from area of interest technique to a core portfolio allocation for a rising variety of traders.
Why Worldwide Equities Now: Wanting Past the U.S. (Orbis Investments)
Orbis Investments affords compelling arguments for why wanting exterior the U.S. inventory market universe can present allocators with an fascinating and dynamic alternative set.
PE Fund Tokenization: Liquidity & European Buyers (Apex Group)
For compliance causes, this paper is barely accessible in sure geographies
Personal markets are evolving quickly as tokenization reshapes how traders entry, commerce, and handle non-public fairness belongings.
Mounted Earnings Methods to Eenhance Portfolio Efficiency (MetLife IM)
On this Particular Report, MetLife Funding Administration presents a brand new dynamic technique for fastened revenue diversification.
White papers and blogs
Causes to Allocate to Brief-Time period Rising Market Debt (Natixis IM)
For compliance causes, this paper is barely accessible in sure geographies
For bond traders searching for yield and a average urge for food for danger, EM debt has a beautiful space of focus, for 3 causes.
A Hybrid Endowment/TPA Mannequin (True North Institute)
Is the world altering in a manner and at a tempo that many people haven’t seen in our careers, presumably warranting a distinct funding technique and course of?
U.S., World, and Rising Markets Outlook (Fisher Investments)
For compliance causes, this paper is barely accessible in sure geographies
World markets are clocking new highs on observe for the stable bull market yr Fisher Investments forecast.
Understanding Crypto ETFs (Citi)
Cryptocurrencies have entered the funding mainstream. Trade traded funds are enabling extra traders to get publicity to those belongings.
Unearthed: The Gold Surge – What Buyers Must Know (World Gold Council)
For compliance causes, this paper is NOT accessible in the US and Canada
On this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists on the World Gold Council, focus on the present state of the gold market.
Podcasts and movies
Geopolitics: Europe’s Place on the World Stage (PIMCO)
In a shifting world the place geopolitics is reshaping the financial panorama, be a part of PIMCO’s consultants and particular visitors as they dive into the important thing matters that matter.
Jim Grant: The $20 Trillion Absurdity (Extra Returns)
The founding father of Grant’s Curiosity Fee Observer discusses cycles, rates of interest, inflation, credit score, the Federal Reserve, non-public markets, gold, and the way forward for investing.
Financial institution Loans: The Neglected Asset Class (Polen Capital)
A dialogue on the often-overlooked function of financial institution loans in shopper portfolios, highlighting their strategic significance and sensible insights for portfolio administration.
Matt Barrie: AI Bubble 2.0 (Macro Voices)
AI expertise shares have performed extraordinarily effectively up to now. Are their elevated share costs mirroring the underlying fundamentals?
The U.S. Greenback Downtrend: Daybreak or Denouement? (State Road)
Is the greenback’s latest stagnation a prelude to an enduring decline – or only a pause earlier than the subsequent rally?
