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The Illusion of Thinking (Apple)

Apple | 01 Jul 2025

Rethinking Risk Management and the Myth of "Missing the Best Days"

ViewRight Advisors | 01 Jul 2025

Europe's Revolution in Renewable Energy (Natixis IM)

Natixis Investment Managers | 01 Jul 2025

2025 Midyear Investment Outlook (Capital Group)

Capital Group | 27 Jun 2025

The next era of sovereign debt management: Implications for asset allocation

New York Life Investments | 26 Jun 2025

The Relationship between Emergency Savings, Financial Well-Being, and Financial Stress

Vanguard | 25 Jun 2025

Tackling Uncertainty with Absolute Return Bonds (BNP Paribas AM)

BNP Paribas Asset Management | 23 Jun 2025

The New Architecture of Institutional Credit (Nuveen)

Nuveen | 17 Jun 2025

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Mid-year outlooks 2025: Part I

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Top Papers: The best insights from June

Here you can find some of the best pieces of financial and economic research

TOP CONTENT

LAST WEEK

Rethinking Diversification: Learnings from a Total Portfolio Approach (PGIM)

Capital Market Assumptions 2025 Q2 (PGIM Quantitative Solutions)

Charting the Neutral Rate with Former Fed Vice Chair Richard Clarida (PIMCO)

Geopolitical Risk in a Shifting World Order (New York Life Investments)

Finding Europe‘s Elusive Alpha (UBS AM)

Finding Europe‘s Elusive Alpha (UBS AM)

Seizing Quant and Fundamental Alpha in Developed Equity Markets (Robeco)

Top of Mind | U.S. Fiscal Worries: Is this Time Different? (Goldman Sachs)

Consider This: The Weaponisation of Supply Chains (Franklin Templeton)

Euro Swap Spreads: Unpacking Asset Classes (Candriam)

LAST MONTH

Secular Outlook: The Fragmentation Era (PIMCO)

Europe: A Strategic Overweight? (UBS AM)

The Red Thread: Europe Edition - Mid-Year 2025 (UBS AM)

Charting Public Debt with Economist Peder Beck-Friis (PIMCO)

All-Weatherproofing Institutional Portfolios with Private Equity (Apogem Capital)

Mid-Year Investment Outlook 2025 (Amundi)

Trend & Cycle: The Long View — June 2025 (RBC WM)

Rethinking Emerging Markets Hard Currency (Nuveen)

A View from China on the U.S. Trade Competition (PGIM Fixed Income)

Choice of Equity Landing Points Can Benefit Target-Date Investors (Vanguard)

LAST 12 MONTHS

The Art of Learning: Asset Allocation Insights (KKR)

2025 Global Climate Investing Survey (Robeco)

Voice of the Asset Owner Survey 2025: Qualitative Insights (Morningstar Indexes)

Global Family Office Report 2025 (UBS AM)

Drawdowns and Recoveries: Base Rates for Bottoms and Bounces (Morgan Stanley IM)

The Red Thread: Private Markets May 2025 (UBS AM)

De-Dollarization: Myth or Reality? (Natixis IM)

Market Volatility Is Creating Enticing Value Opportunities (Natixis IM)

Navigating Volatile Markets: A Rulebook for Fixed Income (Franklin Templeton)

Invest USA: The Reshaping of Global Capital Flows (Citi Institute)

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TOP AUDIO AND VIDEO

Beyond Geopolitics (BNP Paribas AM)

Mid-Year Tech Outlook (Fidelity Investments)

Private Markets: The Growth of Semi-Liquid Funds in Europe (State Street)

Midyear Investing Perspectives (Vanguard)

Webinar Replay: Investing beyond Borders (Polen Capital)

Policy30: Trade, Tax, and Budget Talks (Fidelity Investments)

Repricing Markets for U.S. Political Risk (State Street)

Behind the Seams: Unraveling Fast Fashion's ESG Challenges (PGIM Fixed Income)

How Resilient Are Long-Term Themes in Turbulent Times? (Robeco)

In Tune with the Markets – Spend, Baby, Spend (Robeco)

Europe's Revolution in Renewable Energy (Natixis IM)

Wall of Worry of Slope of Hope (Foundation for the Study of Cycles)

3 Bond Myths Dispelled (PIMCO)

Talking Heads – Have Green Bonds Emerged from Their Niche? (BNP Paribas AM)

Fed Holds Steady despite Economic Uncertainty (PGIM Fixed Income)

Navigating Choppy Waters | David Rosenberg (Macro Voices)

Income, Resilience, and Diversification (PIMCO)

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