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Markets are changing fast—and so is the allocator landscape Read timely insights on how the allocator landscape is changing from Oliver Wyman, State Street, and many other respected industry names. The thought leadership present below covers pension funds, insurers, and endowments. Pension funds Global Pension Assets Study 2025 (Thinking Ahead Institute) How have the largest […]

By: Gary Adams,  Senior Investment Content Specialist | 28 Feb 2025 Trade wars return, Indian telecoms and the final frontier Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Macro & Markets: The Return of the Trade Wars (Nordea) Trump’s tariffs are back

Uncertainty rules? February is already on its way out, and so what better time is there to reflect on how this year has treated investors thus far? The content we’ve picked below—some of our favorite from this month—also discusses what might be in store for the rest of 2025. Big Ideas 2025 (ARK Invest) Public

By: Chipo Muwowo,  Investment Content Specialist | 27 Feb 2025   Looking back to move forward This Special Report provides a detailed assessment of the impact of major megatrends on real assets. Major events over the last five years have led to a refinement of Nuveen’s analysis which examines real estate, infrastructure, and natural capital

“Capitalism in its current form is dysfunctional” The heading above isn’t just a catchy phrase written to attract attention—it’s a view held by Thomas Friedberger, co-CIO of Tikehau Capital. You’ll find his full thinking below, alongside plenty more opinions regarding the current state of markets and economies from other industry participants. For CIOs Global Equities

By: Gary Adams,  Senior Investment Content Specialist | 21 Feb 2025 Quality and timely perspectives from global institutions Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Upgrading Europe’s Electricity Grid Is about More than Just Money (Bruegel) Electricity network investment is essential

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

A legacy of stewardship Established in 1864, we’ve navigated diverse market cycles and disruptive events. While 2024 showed strong performance, uncertainty remains a key concern. Our investment teams provide insights into current risks, opportunities, and their focus on long-term, risk-adjusted results. When We Two Parted US-China economic bonds are increasingly strained, yet the US adapts

Where are the long-term opportunities in these three markets? Investors are turning toward real assets for a number of advantages, including the potential for high returns, increased diversification, and lower overall risk. Explore the latest thought leadership on real estate, infrastructure, and farmland below. Real estate Key Themes for 2025: Riding the Real Estate Recovery

From AI models to old-fashioned quant approaches Explore the latest thinking on quant investing from global asset managers and institutions. Portable Alpha: Solving the Magnificent Problem (Man Group) Portable alpha strategies divide an investment into a beta component, representing market exposure of some sort, and an uncorrelated “alpha” component. Imbalance Sheet: Supply, Demand, and S&P