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.
Alternatives 2025 Outlook (JP Morgan AM)
This year’s Alternatives Outlook offers broad perspectives from JP Morgan AM’s team of experts, bringing a comprehensive view of the trends, risks and opportunities influencing alternative investment markets.
Infographic: The Record $6 Trillion in Cash on the Sidelines (New York Life Investments)
With the rate hiking cycle possibly nearing its end, is it time to deploy the capital that has been stockpiled in money market funds?
H1 2025 Alternative Credit Insights: Sourcing New Pathways (Nuveen)
Nuveen highlights the development of the alternative credit market and explores how different segments of alternative credit can offer new opportunities across the risk/return profile for investors.
Navigating China’s Cycles through a Long/Short Lens (UBS AM)
UBS O’Connor seeking potential alpha opportunities in China.
DeepSeek Crashes the AI Party: Story Break, Change or Shift? (Aswath Damodaran)
DeepSeek’s abrupt entry into the AI conversation has the potential to change the AI narrative, and as it does, it may also change the storylines for the many companies that have spent the last two years benefiting from the AI hype.
U.S. Housing Chartbook 2025 (MetLife IM)
A strong consumer, positive demographic trends and supply constraints underpin the case for housing, but higher-for-longer interest rates pose a risk.
Market Experts Take a Deep Dive into DeepSeek (Invesco)
Invesco experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction.
Talking Heads – Asia Electrifies! (BNP Paribas AM)
Demand for power in Asia could expand as much as fivefold in the next few years as incomes rise, temperatures soar further and calls for air quality improvements grow louder.
