Editorial Team

Quarterly Update | Q2 2025 | Ep 193 (Mawer IM) Mawer Investment Management Ltd. | 11 Jul 2025 In this episode Canadian bond portfolio manager, Crista Caughlin, and balanced portfolio manager, Steven Visscher, discuss Q2’s market and economic… Source link

What are global CIOs saying about the world’s economy? Explore insights tailored for CIOs on timely issues facing markets today. It includes the direction of the U.S. economy, the role of China on the global stage, AI and technology, the U.S. dollar’s dominance, portfolio construction, and market valuations, among many other topics. Insights for CIOs

By: Gary Adams,  Senior Investment Content Specialist | 04 Jul 2025 Digital euro, green bonds, and 24×7 finance The Digital Euro and the U.S. Dollar: Strategic Evolution (State Street) The digital euro is emerging as Europe’s strategic response, aimed not at dethroning the U.S. dollar, but at safeguarding monetary sovereignty, enhancing payment resilience and asserting

Navigating today’s fast-moving markets Below you will find some of the best thought leadership we read in June. This diverse selection touches on everything, from ETFs, U.S. equities, and private markets, to the Chinese economy, global aging, and the changing energy sector landscape. Private Markets Outlook: Driving Success in Volatile Environments (State Street) Private markets

Discover what the future might hold Few investors at the end of 2024 could have foreseen how volatile the first half of 2025 proved to be. And as allocators look across the next six months, uncertainty continues to be the biggest challenge to stability and growth. This collection of thought leadership aims to bring some

By: Gary Adams,  Senior Investment Content Specialist | 27 Jun 2025 Tokenization, U.S. debt, and the anti-ESG backlash Trust or Bust: The Next Era of Global Debt Sustainability (New York Life Investments) Debt is everywhere—and whether that debt is “good” or “bad” depends on the answer to this question: can you pay back your debt,

In 2024 after three years of declines, ETF AUM held by insurance companies increased 14%, driven by inflows from larger insurers and market gains. While the number of ETFs used has also grown, the number of companies using ETFs has actually decreased. Explore these complex trends and drill down by asset class and insurance company

By: Gary Adams,  Senior Investment Content Specialist | 26 Jun 2025 Entering a new debt landscape This Special Report discusses one of the most critical issues of our time—how a fast-changing world demands investors rethink their approach to sovereign debt management.  The Global Market Strategy team at New York Life Investments detail what exactly is

JoinSAVVY INVESTOR Investment intelligence for institutional investors Investment insights from leading asset managers and consultants Curated to keep you updated on the latest investment thinking The best content from around the world – all in a single location Register now for free! Source link

JoinSAVVY INVESTOR Investment intelligence for institutional investors Investment insights from leading asset managers and consultants Curated to keep you updated on the latest investment thinking The best content from around the world – all in a single location Register now for free! Source link