Top investment content: April 2026

Navigate uncertain markets with timely insights

In today’s ever-changing environment, staying up to date on the latest trends affecting investments can feel like a never-ending task. This collection of insights from Citi, J.P. Morgan, PGIM, and more is curated to help allocators spend less time searching for information and more time considering it for their portfolios.

Topical short analysis

Private Market Secondaries Are Booming amid an IPO Slowdown (J.P. Morgan)

The exit bottleneck from the IPO slowdown has led investors to ramp up activity in secondaries.

An index for the irreplaceable (FTSE Russell)

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

These real assets have outlasted every technological cycle of the past century.

Are Data Centers a Competitor or Catalyst for the Logistics Market? (Savills)

Growth of the data center market is creating ripple effects for logistics.

Engaging podcasts & videos

Macro Spillovers from the Strait (New York Life Investment Management)

The longer the oil price shock continues, the starker the winners and losers across the globe.

The Finance Paper that Changed Everything (Rational Reminder Podcast)

With nearly 15,000 citations, this research reshaped how we understand asset pricing.

The Allocator’s Checklist: How LPs Size Up Managers (Swimming with Allocators)

Evaluating fund managers across asset classes – the research process from starting point to selection.

Insightful chart packs

A New Era for DC Retirement Solutions (WTW)

Broad new retirement solutions to meet the broad new UK DC plan requirements.

AI, Iran and the Gulf 101 (Deutsche Bank Research Institute)

The Gulf’s ambitions to be the third AI region behind the U.S. and China could be dashed by the Iran war.

Merger Momentum Accelerates amid Complicated Backdrop (MUFG)

Geopolitical uncertainty isn’t holding global M&As back. They just saw the largest Q1 volume on record.

In-depth research

Active Management Review (Wilshire)

Active management in traditional asset classes: a look back to help investors plan ahead.

Sizing the ETF Opportunity: Active ETFs Move to Center Stage (Citi)

U.S. ETF growth has exceeded even the most optimistic expectations.

Rare Earths as a National Security Asset: Why Ex-China Supply Matters (Sprott)

Where can the U.S. find critical rare earths supply in a market dominated by China?

Special Report

Navigating uncertainty in search of alpha (PGIM)

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

Four themes shaping markets to help investors shape portfolios in these uncertain times.