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By: Gary Adams,  Senior Investment Content Specialist | 21 Mar 2025 Chinese consumption, tech wreck, and gen Z spending The Big Picture: Global Asset Allocation Q2 2025 (Invesco) Invesco believes that the global economy will accelerate over the next 12 months as central banks ease and real wages grow. This boosts Invesco’s risk appetite, especially […]

Explore the latest insights into the world’s most dynamic markets From African infrastructure to the fate of countries such as Romania and Georgia, this selection of papers contains everything allocators need to get on top the latest developments across emerging and frontier markets. Strengthen your information edge with these insights. Optimizing Risk-Adjusted Returns with Frontier

Are valuations too high? Or just right? European and U.S. equity markets have already seen meaningful levels of volatility in 2025, and investors are not yet through the first quarter of the year. Is there more to come as uncertainty cements itself as a stubborn feature of the economic landscape? The insights listed below aim

Trump (again!), gimmie credit, and K-pop Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Full Faith and Credit of Gold (Crescat Capital) For compliance reasons, this paper is only accessible in certain geographies The recent surge in gold prices reflects what Crescat

By: Gary Adams,  Senior Investment Content Specialist | 12 Mar 2025 Updated 13 Mar 2025 Net-zero: Unintended consequences? This Special Report explores the intersection of net-zero investing and nature conservation, highlighting the unintended risks of focusing solely on emissions reduction. It examines how climate-driven investment strategies can inadvertently harm biodiversity and outlines a framework for

AI, private markets, and geopolitical shifts are creating the future The word “megatrend” implies two things: something big and something moving. Generative artificial intelligence is the perfect example of this. The impact of this technology has already been transformative, and it will continue to be in future. Private markets and geopolitics also come under this

Trends to catch the eye of fixed income investors Will bonds thrive under Trump 2.0? Or will alternative credit deliver even more strongly on its promise as a rising asset class? Could emerging market debt be the untapped opportunity to explore this year? Discover insights to these questions in the thought leadership below. 2025 EMD

Trade war, getting HeROIC, and the global ETF outlook Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Why You Shouldn’t Trade the Trade War (Morningstar Indexes) For compliance reasons, this paper is only accessible in certain geographies Market lessons from past tariffs

Uncovering untapped potential   This Special Report explores the promising outlook for private markets in 2025. Franklin Templeton identifies potentially overlooked areas where competition is lower, and valuations remain attractive. The report presents a compelling case for investment in these areas.  READ NOW: Private markets: A pivotal moment Back to all Top Picks Source link

Explore the forces transforming Australia’s opportunities  This edition of the monthly chart pack takes a close look at the dynamics driving Australia’s economy, markets, and allocator landscape. Download the pack here. Download the pack here Back to all Top Picks Source link