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Solar Electricity 24/7 Is Here and It Changes Everything (Ember)

Ember | 15 Jul 2025

U.S. Trade Deficit & Foreign Borrowing: How Long Can It Continue?

Peterson Institute for International Economics | 15 Jul 2025

Charts that Make You Go Wow! (Deutsche Bank Research Institute)

Deutsche Bank | 15 Jul 2025

Are Humanoids the Future of Industrial Automation? (Robeco)

Robeco | 11 Jul 2025

Mid-Year Outlook for 2025: Make Your Own Luck (KKR)

KKR | 18 Jul 2025

Credit in a Changing Market: Public-Private Balance (PGIM)

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A Brief History of U.S. Protectionism and Global Trade (Amundi)

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Mexico Regional Spotlight (PGIM Real Estate)

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Markets in motion: Shifts transforming economies and markets

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Insights you might have missed last week

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Academic insights into asset classes, markets, and economies

Explore this selection of academic pieces on several topics...

TOP CONTENT

LAST WEEK

Emerging Markets Debt: Is It What Your Asset Allocation Needs? (MetLife IM)

Macro Pulse: Macro in the Mid-Year Sun (New York Life Investments)

Lessons from 100 Years of Growing U.S. Debt (Firstlinks)

U.S. Guide to the Markets Q3 2025 (JP Morgan AM)

Commodity ETFs: Do They Add Value? (PMR)

Europe Regional Spotlight (PGIM Real Estate)

Private Credit Regional Spotlight (PGIM Real Estate)

Asia-Pacific Regional Spotlight (PGIM Real Estate)

Europe: Ready for a New Renaissance? (Franklin Templeton)

Third Quarter 2025 Market Outlook (PGIM Fixed Income)

LAST MONTH

Capturing the Data Opportunity in Uncertain Era - Full Report (State Street)

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

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

Capital Market Assumptions 2025 Q2 (PGIM Quantitative Solutions)

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

2025 Midyear Investment Outlook (Capital Group)

Tackling Uncertainty with Absolute Return Bonds (BNP Paribas AM)

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

Europe: A Strategic Overweight? (UBS AM)

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

LAST 12 MONTHS

Secular Outlook: The Fragmentation Era (PIMCO)

The Art of Learning: Asset Allocation Insights (KKR)

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

2025 Midyear Investment Outlook: The Global Reset (Invesco)

Private Markets Outlook: Driving Success in Volatile Environments (State Street)

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

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

Rethinking Emerging Markets Hard Currency (Nuveen)

Small- and Mid-Size Nonprofits’ Big Investment Challenges (Fidelity Investments)

The New Architecture of Institutional Credit (Nuveen)

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TOP AUDIO AND VIDEO

Markets in Motion: Shifts Transforming Economies and Markets

Understanding Energy Transition and Sustainability Reporting (S&P Dow Jones Indices)

The Power of Global Bonds (PIMCO)

Policy30: Tariffs and the Global Markets (Fidelity Investments)

Geopolitics and Gold Webinar (World Gold Council)

Investing Lessons from 150 Years of Drawdowns (Natixis IM)

AI Summer Course, Part 3 – AI Momentum (Robeco)

Unlocking the Next Wave of ETF Growth in Europe (State Street)

Private Equity Secondaries: Optimizing through Portfolio Construction (Northleaf Capital)

Specialty Finance: Low-Correlation Opportunities Lie in Niche Segments (Northleaf Capital)

Jeremy Grantham: Why NVIDIA May Lead the Mag 7 Crash (Master Investor)

Unearthed: Gold ETFs 101 — Myths, Mechanics, and Market Access (World Gold Council)

Lyn Alden: Run It Hot! (Macro Voices)

How Good Are LLMs at Doing Our Jobs? (VoxEU)

The Rise of Geoeconomics: Power Dynamics Shaping Global Markets (PGIM)

Midyear Update: A Look Back to Move Forward (MFS)

Quarterly Update | Q2 2025 | Ep 193 (Mawer IM)

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