We current the best-performing papers from March 2025 by variety of downloads.
Prime of Thoughts | Trump Tariffs: Principally Speak, or Huge Motion? (Goldman Sachs)
President Trump’s tariff actions since his inauguration have been nothing wanting placing.
Warren Buffett Annual Letter to Shareholders 2025 (Berkshire Hathaway)
Warren Buffett launched not too long ago his annual letter to shareholders.
2025 International ETF Outlook: The Enlargement Accelerates (State Road)
What’s the following huge factor for ETFs? State Road’s specialists share their predictions for the megatrends which can be set to form every main area all year long.
The Focus Conundrum: What to Do about Market Dominance (Goldman Sachs)
This paper recommends a extra diversified geographical publicity. It identifies a gaggle of International Ex Know-how Compounders (the ETCs) and chosen worth compounders.
Annual Investor Presentation Feb 2025 (Pershing Sq.)
Pershing Sq.’s goal is to maximise its long-term compound annual price of progress in intrinsic worth per share.
2025 Q1 Capital Market Assumptions (PGIM Quantitative Options)
Inflation stays a dominant pressure shaping international markets as central banks purpose to stability easing insurance policies with persistent financial challenges.
What Elevated Index Focus Means for Lively Traders (Robeco)
Mega-cap dominance has reshaped the panorama of energetic investing, creating each alternatives and dangers.
American ‘Un’-Exceptionalism? (UBS AM)
U.S. shares have meaningfully underperformed ex-U.S. counterparts within the yr up to now. UBS AM explores whether or not this theme has legs.
Why You Shouldn’t Commerce the Commerce Warfare (Morningstar Indexes)
Market classes from previous tariffs and federal insurance policies can assist traders keep away from falling prey to FUD.
Rethinking the Inventory-Bond Correlation (Amundi)
For compliance causes, this paper is simply accessible in sure geographies
Discover the altering stock-bond correlation within the context of inflation dangers and its implications for portfolio administration methods.
