Top 10 Papers Read in October

Top 10 papers Read in October 2025

We present the best-performing papers from October 2025 by number of downloads

5 Year Expected Returns: The Stale Renaissance (Robeco)

In this report, the renaissance refers to the expected boost in productivity thanks to the growing use of artificial intelligence tools. These tools are becoming widely available and will likely change how we work and invest.

Global Family Office Report 2025 (Citi Wealth)

Our seventh annual Global Family Office Report provides fresh insights into how our sophisticated clients are preserving and growing generational wealth in today’s often unsettled world.

Strategic Asset Allocation for a New Era (Fidelity Investments)

With no simple solutions to stabilizing debt and policymakers facing complex financial-market challenges, investors may need to reconsider their approach to diversification across asset classes, geographies, and strategies.

AI Will Not Make You Rich (Colossus)

Anyone who invests in the new thing must answer two questions: first, how much value will this innovation create? And second, who will capture it?

CIO Views | The Concentration Risk Investors Are Missing (Excess Returns)

Brent Schutte, CIO of Northwestern Mutual, discusses the current macro landscape and what it means for investors. Brent shares his balanced perspective on the Fed, inflation, tariffs, concentration risk in markets, and why diversification may be more important now than ever.

When Public Meets Private: The Modern Market (Morningstar Indexes)

To navigate a new landscape, investors need better tools – ones that capture the expanding opportunity set of the investable equity universe, across both public and private companies. The convergence of these two worlds is no longer theoretical – it’s happening now.

Exploring Artificial Intelligence (Invesco)

Invesco believes AI is a critical theme in today’s markets. This report explores artificial intelligence from definition to the driving forces behind the recent acceleration in innovation, Invesco's predictions around the growth of AI, and its impact on economies and markets.

CIO Views | Taking Stock of Market Dynamics (Merrill)

With structural changes and a variety of factors affecting the economy and trade, we're taking a fresh look at historical valuation metrics and economic relationships between the U.S. and its Asian trading partners.

CIO Views | U.S. Equity: Great Earnings, Greater Expectations — and a Market Held Up by a Few Giants (Nomura)

This is not 2000, profits are real, but concentration and valuation stretches mean forward returns lean on continued multiple support.

CIO Views | CIO Industry Guide (DBS)

From aerospace and defence, to software and utilities, this issue of the CIO Industry Guide offers a clearer picture of today’s opportunities and pitfalls within the equity universe, considering both systemic and human factors.