Editorial Team

By: Gary Adams,  Senior Investment Content Specialist | 09 May 2025 AI doctors, deep-sea mining, and Trump’s constraints Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Hong Kong and China Equities: Has the Tide Turned? (Polen Capital) With China’s equity markets trading […]

By: Gary Adams,  Senior Investment Content Specialist | 28 Apr 2025 Updated 07 May 2025 REGISTER NOW: 2025 Private Markets Outlook: Data and democratization State Street’s latest private markets survey of nearly 500 senior investment executives worldwide, shows how rapidly the industry is changing thanks to a confluence of developments in technology, regulation and client demand.

The inner dynamics of the U.S. tariffs and their impact April was marked by the White House’s tariff announcements and the subsequent impact on markets—something investors across the world have been watching closely. We have collected some of the most important and telling data points to help you make sense of what is going on.

By: Gary Adams,  Senior Investment Content Specialist | 07 May 2025 REGISTER NOW: The Future of Transfer Agency: The Path to Operational Efficiency for Managers and Leaders in the UK Fragmented operations, rising costs, and regulatory pressure— the challenges facing transfer agency operations in the UK are clear. The good news? So are the opportunities.

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A new economic order? Globalization, commonly defined as the proliferation of the international movement of goods, people, and information, has been ascendent since World War II and moved through several phases during that time. Has Trump pushed it into its final phase? Deglobalization. What’s Next? (MetLife IM) Although the withdrawal of the higher reciprocal tariffs

We present the best-performing papers from April 2025 by number of downloads. Tracking AI in 10 Charts (Robeco) The data presented in these charts not only underscores the transformative power of AI but also serves as a guide for strategic investment decisions. Making Diversification Great Again (UBS AM) While the market environment has gotten trickier,

By: Gary Adams,  Senior Investment Content Specialist | 28 Apr 2025 REGISTER NOW: 2025 Private Markets Outlook: Data and democratization State Street’s latest private markets survey of nearly 500 senior investment executives worldwide, shows how rapidly the industry is changing thanks to a confluence of developments in technology, regulation and client demand. Most asset managers and

By: Gary Adams,  Senior Investment Content Specialist | 02 May 2025 Innovation, tokenized real estate, and deglobalization Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Investment Opportunities in a Changing Military Landscape (Mawer IM) Equity analyst Joshua Samuel highlights the historical underinvestment

Uncertainty is the new state of the world: What can be done? Below you will find a number of the best insights from April—and earlier in the year—that cover everything from energy to AI, portfolio diversification to market volatility, and from economic uncertainty to private markets. Oh, and maybe something to do with tariffs!  Expecting