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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

Start the year with key insights on debt and stock markets Explore timely perspectives on the forces that are likely to shape both fixed income and stock markets in 2025 from the likes of Robeco, the BIS, Wellington Management, and PIMCO. European Securitisation: Translating Ambition into Reality (PGIM Fixed Income) Expanding access to funding sources

Insights from Apollo, ING, Nuveen, and more! Explore this handpicked selection of timely outlook pieces from global asset managers, institutions, and investment banks, covering possible direction of key markets and economies in 2025. 2025 Outlook (PGIM Quantitative Solutions) Following strong 2024 returns, risk asset valuations are historically extended, with U.S. large-cap stocks trading at around

By: Gary Adams,  Senior Investment Content Specialist | 10 Jan 2025 Explore quality and timely perspectives from global institutions Here are some of the highest quality pieces of insight from top asset managers and institutions from around the world that you might have missed this week. Investing for a Next-Gen Workforce (Wellington Management) Recent research

12 charts depicting 12 stories that will shape global markets… This chart pack highlights 12 stories that will shape the economy during what looks to be a hugely exciting year. They touch on everything from artificial intelligence to central bank monetary policy. Read the chart pack. Back to all Top Picks Source link

Insights from global CIOs on global markets The final month of 2024 brought a number of highly engaging research pieces across our desks, each offering pragmatic insights for CIOs all over the world. For CIOs Mitigating Risk with Sovereign ESG Bonds (BNP Paribas AM) Governments are issuing more and more green bonds: 35 sovereigns issued

2025 outlook, Latin American copper market, and more Explore this collection of thought leadership that touches on everything you need to know when positioning your portfolio for 2025. Economic outlooks, AI, and the huge opportunities present in Latin American are just some of the topics covered. Trump: Market-Friendly with a Sting in the Tail? (Man

By: Gary Adams,  Senior Investment Content Specialist | 11 Dec 2024 Updated 16 Dec 2024 How does gold fit into an investment plan in 2025 and beyond? Gold demonstrates extraordinary flexibility. From acting as a strategic holding in portfolio construction and long-term management, to being of critical use in new and exciting technologies, such as

From outlooks to long-term return assessments, and more! Here are 10 papers offering  a highly engaging and unmissable reading list for the winter holidays. Enjoy! Macro Pulse: The Bull-Bear Battles of 2025 (New York Life Investments) How will the expected 2025 economic slowdown shape investment strategies? Value Investing in the New Economy (Natixis IM) For

Private markets performance, U.S. savings, AI, and more! Below, you’ll find more content that stood out to us during 2024. Some focus on more fashionable topics, such as AI, while others concentrate on more niche—though still relevant—areas, including regenerative agriculture and sovereign bond markets. From H1 2024 Hedge Funds Use of Artificial Intelligence in Trading