Discover what the long run holds for buyers
What are the primary classes asset managers discovered throughout 2025? And the way would possibly these classes inform the long run instructions of key markets and economies? Discover this choice of outlooks from the likes of BNY, Allianz, and others to seek out out.
World Outlook 2026 (Metlife IM)
Companies seem like weathering coverage uncertainty and tariff-induced value will increase by slicing prices and delaying funding with out resorting to wholesale layoffs.
Mounted Revenue Views This fall 2025 (Capital Group)
The worldwide financial system is navigating a posh transition and potential development convergence, particularly between the U.S. and Europe.
The Retirement Outlook: Sturdy Nationwide Progress, Alternatives Forward (Vanguard)
For compliance causes, this paper is just accessible in the US
The purpose of the Vanguard Retirement Outlook is to trace the nation’s progress towards retirement safety.
Mounted Revenue Fourth Quarter 2025 Outlook (PGIM)
Beneficiant yields throughout private and non-private credit score proceed to drive the yield-is-destiny theme, which can acquire a tailwind from downward price pressures.
Portfolio Views This fall 2025 (MFS)
For compliance causes, this paper is just accessible in sure geographies
Up to now this yr, tariffs, the OBBBA, a Fed rate-cutting cycle and a U.S. authorities shutdown have left many buyers’ heads spinning. What’s going to This fall carry to allocators?
World Insolvency Outlook 2026-27: Do not Look Down! (Allianz)
If the present AI-induced increase have been to burst in a shock much like the dotcom bubble of 2001-2002, the authors of this paper count on a surge of bankruptcies the world over.
Shareholder Activism: Ten Tendencies for 2026 (Harvard Legislation Faculty)
Dozens of U.S. activist conditions are underway for 2026 annual conferences, effectively earlier than the home windows for nominations open at most focused firms.
Vantage Level: World Economics & Markets Outlook This fall 2025 (BNY)
The U.S. financial system is approaching a second when coverage and momentum should work in coordination.
Quarterly Chartbook This fall 2025 (Charles Schwab)
Correct asset allocation and diversification consistent with buyers’ time horizon and threat tolerance are important concerns when establishing a portfolio.
Thoughts on the Markets Quarterly: Two Themes Shaping This fall (Brown Brothers Harriman)
There are two core themes which are more likely to form markets within the coming months. Discover this report to seek out out extra.
Charting Crypto This fall 2025: Navigating Uncertainty (Coinbase Institutional)
Buyers ought to anticipate continued help from sturdy liquidity, a good macroeconomic surroundings, and inspiring regulatory developments.
Trying Forward to 2026 (Tikehau Capital)
The transition from an financial mannequin centered on limitless development to a extra localized, resilience-driven mannequin marks a profound shift.
2026 Industrial Actual Property Outlook (Deloitte)
What forces are shaping the industrial actual property panorama? The place can buyers discover the correct alternatives for his or her portfolio wants?
