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As the AI race continues to gain momentum, investors are presented with a compelling investment opportunity. AI companies have been generating significant returns, and while not immune to current market disruption, the ambition and technological promise of these companies remains impressive. From a process perspective, when paired with quantitative methods and other emerging technologies, AI […]

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

By: Gary Adams,  Senior Investment Content Specialist | 04 Apr 2025 Cryptocurrencies, European security, and concentration Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Capitalizing on the Growing Alternative Lending Market (Nuveen) Private Credit, a nascent and rising asset class for wealth

Looking back at events that shaped private debt This month’s chart pack takes a detailed look at the incredible story of private debt, going all the way back to its origins and shedding light on its development for the last 25 years. Download the chart pack here. To check out the previous pack in this

Trillions of U.S. dollars of debt: Where are the opportunities? In its 2025 fixed income outlook, Morgan Stanley wrote that, “The fixed income landscape presents a complex interplay of macroeconomic conditions, sector-specific dynamics, and geopolitical uncertainties.” Since then, the fixed income world has become even more complex. Explore the insights below to help you navigate

By: Prem Panesar,  Investment Content Consultant | 28 Mar 2025 Welcome to EQuilibrium 2025 Over the past five years, Nuveen’s EQuilibrium survey has chronicled a period of significant change, marked by economic shifts, geopolitical uncertainty and the evolution of private markets. In 2025, institutional investors are adapting with greater agility, giving them more flexibility to

By: Gary Adams,  Senior Investment Content Specialist | 28 Mar 2025 Growth, China, and is the UK £2 trillion poorer? Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. The Fed Holds the Line, Watching for Policy Signals (Nuveen) The U.S. Federal Reserve

From geopolitics to Warren Buffett’s latest letter A quick scroll through the Wall Street Journal’s section “CIO Journal” shows that the conversation remains focused on tech (and tech-related developments), tariffs, and geopolitics. This is reflected in some of the papers listed below. Other themes, such as ETFs and the link between gold and fiscal stability,

From the big geopolitical picture to asset class-specific views What should investors make of 2025 so far? On one side, volatility, uncertainty, and the general hype over tech have been carried over from 2024. And on the other, various developments, such as the ongoing implementation of tariffs by the U.S., are proving difficult to understand