Festive reading list: December 2024

From outlooks to long-term return assessments, and more!

Here are 10 papers offering  a highly engaging and unmissable reading list for the winter holidays. Enjoy!

Macro Pulse: The Bull-Bear Battles of 2025 (New York Life Investments)

How will the expected 2025 economic slowdown shape investment strategies?

Value Investing in the New Economy (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

At a time when the index is at record levels of concentration and is trading at a premium multiple, going active can be attractive.

The forgotten stimulus - uncovering the revival of Europe's peripheral markets (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

Known as the “locomotive of Europe” and the “growth engine of Europe”, the German economy has recently been described again as the “sick man of Europe”.

Global Outlook 2025: Getting Portfolios Right (Franklin Templeton)

For compliance reasons, this paper is only accessible in the EMEA region

During times of soaring markets, it is easy to lose sight of the importance of proper risk management.

Private Infrastructure: An Asset Class for All Economic Conditions (KKR)

For compliance reasons, this paper is only accessible in certain geographies

Infrastructure has become a favored asset class in recent years given its outperformance in high-volatility periods like 2022 and its overall ability to provide alpha.

Global Outlook: Economics, Actually. Our 2025 Hit List (ING)

ING's economists and strategists look at where we are right now and what could go right - and wrong - in 2025.

Annual Pensions Outlook (OECD)

The global pensions landscape has changed a lot over the last few years. Here is the latest data on this massive allocator universe.

SWFs and Public Pension Funds Are Reshaping Private Markets (BCG)

Principal investors—including sovereign wealth funds, public pension funds, family offices, and endowments—play a critical role in the investment world.

Long-Run Asset Returns

Researchers can be misled into assuming that long-term historical financial series are of a similar high quality to contemporary indexes.

Global Regulatory Pulse (Kroll)

From the emphasis on accountability and transparency in Singapore to the focus on sustainable finance and innovation in the EU, regulatory bodies are shaping financial markets.