Explore quality and timely perspectives from global institutions
Below, you’ll find a selection of the highest quality insight from top asset managers and institutions from around the world that you might have missed this week.
Investing in a Power-Hungry U.S. Economy (Nuveen)
Investing in a power-hungry economy. Two sources of heat, but only one with a chance to warm up markets.
Five Core Bond Portfolio Themes for 2025 (Capital Group)
For compliance reasons, this paper is only accessible in certain geographies
Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
The Vulnerability – And Potential Value Creation – In UK Assets (PGIM Fixed Income)
Although UK fundamentals are rather lackluster, they are not the worst of its peers. Indeed, the UK economy is not only expected to marginally improve in 2025, but it is also expected to outperform core euro area economies.
DOGE Seeks to Shed Govt. Office Space: How CRE Could Worsen (Wolf Street)
For CRE, the motto in 2024 was “Survive till 2025” via extend-and-pretend. Now it’s 2025, and here comes the government’s office space.
New U.S. Administration: The Price of Progress (Northern Trust Asset Management)
Northern Trust Asset Management explore how evolving priorities under the new U.S. administration may influence markets and investor outlooks.
Portable Alpha: Solving the Magnificent Problem (Man Group)
Can investors challenge the Mag Seven and live to tell the tale? Man Group argues that they can, through portable alpha solutions.
China AI Software Outlook (Bloomberg Intelligence)
China’s strategic ambitions in AI software should continue paying off, despite the geopolitical tensions gripping the chip sector.
Generative AI 2025 (Bloomberg Intelligence)
The adoption of generative AI and LLMs is already rippling through every segment of the technology sector, as incumbents and new entrants reimagine existing end markets to potentially generate $1.6 trillion in revenue by 2032.
Data Update 3 for 2025: The Times They Are a ‘Changin’! (Aswath Damodaran)
I recently looked at the strong year that U.S. equities had in 2024. However, a very good year for the overall market does not always translate into equivalent returns across segments.
Pensions at a Glance Asia Pacific 2024 (OECD)
Many of Asia’s retirement‑income systems are ill-prepared for the rapid population ageing that is underway. These require urgent reform to ensure that they are both financially sustainable and provide adequate retirement incomes.
