Best Private Markets and Alternatives Thought Leadership

Your Investment Content Club Best Private Markets and Alternatives Thought Leadership finalists are:

• Candriam
• Invesco
• PGIM
• State Street
• UBS Asset Management

Candriam - Trump 2.0 and Merger Arbitrage - Green Light from the White House? 

Donald Trump's return to the White House raises many questions, not least about the impact of his policies on the economy and financial markets.

Invesco – Stablecoins and the Future of Regulated Digital Money 

The GENIUS Act, signed into law on 18 July, is the first major crypto legislation in the U.S. and establishes a regulatory framework for stablecoins. Invesco thinks this is a gamechanger for the future of regulated digital money.

PGIM – Rethinking diversification learnings from a total portfolio approach

With the economic and investment landscape evolving rapidly, some institutional asset owners are championing a new model for ensuring that asset allocations continue to remain aligned with their investment objectives.

State Street – Private Markets Outlook: Driving Success in Volatile Environments 

State Street's fourth annual study, built on insights from nearly 500 senior executives at top buy-side firms, reveals a new reality – 55 percent of survey respondents believe that at least half, if not more, of private markets fundraising will come through semi-liquid retail-style vehicles within the next two years.

UBS Asset Management - The Red Thread: Private Markets May 2025 

UBS AM presents its semi-annual insights into private markets.