In Brief: The Art of Learning (KKR)
KKR focuses on 10 "learnings" specifically for financial advisors and individual investors.
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Navigating Market Divergence: Evidence from Long-Term Investors (State Street)
State Street and IFSWF have released new research revealing how institutional investors and sovereign wealth funds…
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The Case for Boutiques: Survey of European Boutique Asset Managers (IIMI)
In this paper we explore a segment of the asset management industry that has received relatively little attention…
‘Big Beautiful Bill’ Refines Endowment & Foundation Tax with Tiers (TIFF)
The Endowment Tax proposal aims to expand eligibility and how much those eligible pay. It includes a tiered rate…
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Top Papers: The best insights from April
Taking a break from the tariff mayhem, here are a number of quality insights...
Complex fixed income markets offer plenty of rewards
In their 2025 fixed income outlook, Morgan Stanley wrote: "the fixed income landscape...
Risk, Resilience, and Returns
Welcome to EQuilibrium 2025
Over the past five years, Nuveen’s EQuilibrium survey has…