Explore quality and timely perspectives from global institutions
We present a selection of the highest quality insight from top asset managers and institutions from around the world that you might have missed this week.
Large Language Models in the Financial Industry (CFA Institute Research & Policy Center)
Discover how financial professionals can select, evaluate, and deploy AI models to boost efficiency, insights, and ROI in their workflows.
Opportunities amid Europe’s Gloomy Outlook (Nuveen)
Europe is struggling in the shadows of U.S. exceptionalism. The continent faces headwinds of fiscal uncertainty, structural growth challenges and trade policy uncertainty.
U.S. Onshoring and Its Impact on U.S.-Centric Companies (William Blair)
Advancements in transportation and global growth have driven demand for more diverse goods, often at considerably lower costs. Globalization has been a win-win for both consumers and commercial establishments. What could possibly go wrong?
Market Signals and Shifts: What to Watch in 2025 (State Street)
Strong data and investor enthusiasm have propelled major indexes to record highs. However, stretched valuation ratios and geopolitical uncertainty underscore significant risks, as does the shift in the Fed’s monetary policy stance.
India Outlook 2025: Imminent Recovery, Long-Term Prospects (Franklin Templeton)
For compliance reasons, this paper is only accessible in the EMEA region
The structural growth outlook for India’s economy remains very much intact in Franklin Templeton’s view, with various signs indicating that the slowdown in 2024 will be transitory.
Equity Outlook – Defying Gravity (BNP Paribas AM)
The U.S. economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive for equities, is not sustainable.
2025 Real Estate Outlook: Tipping Point (MetLife IM)
Real estate values are past the trough, and MetLife believes that 2025 will mark the start of a new cycle. Multiple indicators, including the inflation-adjusted price trend, suggest that assets are currently undervalued.
The Replication Crisis in Sustainable Investing (Man Group)
Listen to Man Group’s Jason Mitchell discuss with Professor Andrew King, Boston University, about how sustainable investing is facing its own replication crisis.