Must reads from top asset managers and institutions

Explore timely takes on crucial market developments

What do private credit, secondaries, AI, and mega-IPOs have in common? They're all considerations that are front of mind for asset managers today. This collection of thought pieces from PGIM, Morningstar Indexes, and more is designed to help investors stay abreast of the top themes impacting portfolios now and into the future.

The Case for Secondaries in 2026 (Northleaf Capital Partners)

From niche liquidity solution to core pillar of private markets – why now may be a compelling time for secondaries investments.

Fragmentation and the AI Revolution: A Rewired World (Fidelity International)

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

Integrating AI into capital market assumptions – key variables to watch in assessing the economy and markets as this technology evolves.

Five Reasons to Consider Global Credit (MFS)

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

Why the time might be right for global credit in fixed income portfolios.

Private Credit Is Not One Market (PGIM)

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

Private credit is not one market. Treating it as such risks obscuring where risk is concentrated and where resilience sits.

The Impact of Mega-IPOs on the CRSP Market Indexes (Morningstar Indexes)

To reflect the new reality where companies stay private longer, leading to larger IPOs, CRSP Market Indexes adjusted its rules.

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Why Private Credit Resilience Persists (Principal Asset Management)

Can the private debt market help portfolios withstand interest rate uncertainty and deliver in today’s environment?