Must reads from top asset managers and institutions

Navigate the K-shaped economy and find alpha

Navigating the current, fast-changing market environment is an ongoing challenge for all investors. Read insights on this topic from Robeco, S&P Dow Jones Indices, Mawer Investment Management and more.

Nostalgia Is Not a Strategy: Adapting the Investing Playbook (Mawer IM)

In a world where geopolitical shifts, economic inequality, and technological change are all accelerating, what does it mean to be a long-term, bottom-up investor?

Gold Demand Trends: Q4 and Full Year 2025 (World Gold Council)

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

Gold demand hit record levels in 2025. This report explores the main strengths behind this rising demand.

Benchmarking the Evergreen Evolution (Morningstar Indexes)

The design elements of the private market fund structures are being adapted for investors who seek access to the potential return and diversification benefits of private assets.

Mitigating Stablecoin Risks for Financial Institutions (Apex Group)

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

Digital assets are reshaping how finance operates, offering new ways to move, record, and manage value. How can financial institutions do this successfully?

Winners and Losers at the All-K Corral (MetLife IM)

Economic growth through the third quarter of 2025 came above expectations and will likely end the year on a strong note.

Consumer Trends in 2026: Safety, Security and the Wearables Comeback (Robeco)

Through these turbulent times, consumer spending has remained solid even as consumers pivot to mandatory categories. What does this mean for the broader economy?

2026 Is the Year of the Stock Picker? (S&P Dow Jones Indices)

Recent market commentary suggests that 2025 was a brutal year for stock picking, with $1 trillion pulled out of active equity mutual funds during the year.