Prime Papers: The very best insights from March

From the massive geopolitical image to asset class-specific views

What ought to traders make of 2025 up to now? On one aspect, volatility, uncertainty, and the final hype over tech have been carried over from 2024. And on the opposite, varied developments, akin to the continuing implementation of tariffs by the U.S., are proving obscure the advantages of. Learn extra on these matters under.

A New Period: Shifting Alternatives in a Twin-Observe World (PGIM)

2024 was a yr of change, with roughly half of the world’s inhabitants voting in nationwide elections throughout greater than 60 nations. 2025 isn’t any completely different in some respects.

Macro Pulse: Selecting Motion over Distraction (World Market Technique)

Amid rampant world coverage uncertainty, it may be tough for traders to be forward-looking. Nonetheless, being so is critical.

What Elevated Index Focus Means for Lively Traders (Robeco)

Over the previous decade, the inventory market has undergone a dramatic transformation, with market worth turning into more and more concentrated in a small variety of large firms.

Claiming Social Safety Early: Breakeven and Longevity Dangers (Vanguard)

For compliance causes, this paper is barely accessible in sure geographies

Traders with out present earnings wants might profit from claiming Social Safety early, defying the traditional knowledge that those that can afford to delay claiming, ought to.

Gold Demand Traits: Full Yr 2024 (World Gold Council)

For compliance causes, this paper is barely accessible in sure geographies

Central banks continued to vacuum up gold at an eye-watering tempo.

Brief-Time period Volatility vs. Lengthy-Time period Impression (Fisher Investments)

For compliance causes, this paper is barely accessible in sure geographies

The primary two years of this bull market have been robust however pretty regular. It’s uncommon to get three consecutive +20% years, however not unprecedented.

What to Do about Market Dominance? (Goldman Sachs)

Market dominance shouldn’t be unprecedented and is barely an issue if it isn’t supported by fundamentals.

ETFs 2029: The Path to $30 Trillion (PwC)

Alongside their trademark liquidity, transparency and affordability advantages, the recognition of ETF merchandise implies that fund allocations to ETFs will proceed to develop.

The Australian Federal Election: Implications for Traders (Firstlinks)

There’s anecdotal proof that election campaigns trigger households and companies to place some spending on maintain.

FX Speaking: Greenback Falls again to Earth (ING Financial institution)

This month-to-month publication provides an up to date view of the important thing developments that influence forex markets globally.