The world's economy is transforming

Insights from Ares, S&P Global, and more

The world is changing, and how investors adapt is crucial for success. From macro considerations to market opportunities to thoughts on strategy amid uncertainty, this collection of insights from industry leaders offers ideas on how to keep portfolios resilient while the global economy transforms.

The Rise of Sovereign Wealth Funds in Private Markets (CFA Institute)

How are sovereign wealth funds reshaping private markets? From passive allocators to structural architects.

Corporate Pension Intelligence Update Q1 2026 (Voya IM)

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

Discipline – not conviction – remains the best shield for sponsors amid uncertainty.

Iran, Markets & the New Age of Geopolitics (New York Life Investment Management)

A more fragmented global system is changing inflation, market leadership, and the direction of capital.

Introduction to Specialty Credit (StepStone)

What unique opportunities can specialty credit offer compared with traditional private debt strategies?

The Myth of Consistency (Virtus Investment Partners)

Understanding the reasons for managers’ under- and outperformance is a must for investment success.

Honey, Who Shrunk the U.S. Income Surplus? (FRBNY)

The fading net investment income surplus and the impact of interest rates on the balance.

Asia Pacific Data Centre Trends & Outlook: May 2026 (CBRE)

AI demand is driving new data center development in the region. Where are the opportunities for investors and operators?

The 50/50 Portfolio: The Next Phase of Asset Allocation (Ares)

Baby Boomers predominately built wealth using the traditional 60/40 portfolio. Younger generations have a different view of investing.

How AI Is Rewiring Global Trade (Allianz)

Trade openness is a structural precondition for AI-driven productivity gains.

The Strategic Importance of Digital Infrastructure (S&P Global)

With the rise of AI, compute sovereignty has become a strategic imperative.