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CIO Reading List

CIO reading list: March 2025

top content

Top Papers: The best insights from March

Insights you might have missed last week

stocks and sectors

Spot the opportunities: U.S. vs European stocks

emerging markets

Emerging markets and frontier markets under the spotlight

Insights you might have missed last week

Balancing act: Aligning climate and nature

fixed income

2025: A pivotal year for credit markets?

megatrends

Three megatrends that are shaping the world

Insights you might have missed last week

Private markets: A pivotal moment

allocators

How will allocators thrive in 2025?

chart pack

Monthly Chart Pack: On the Australian economy, its markets, and its allocators

Insights you might have missed last week

CIO Reading List

CIO reading list: February 2025

Top Papers: The best insights from February

Insights you might have missed last week

The long-term view: Equities, bonds, and economic growth

First Eagle Showcase

First Eagle Reflections | 2024-2025 Edition

real assets

Real Assets: Real estate, infrastructure, and farmland

Quants

Quant investing in 2025

Natixis IM Showcase

Navigating 2025 by tapping into the dynamic universe of private markets

Insights you might have missed last week

Real assets: Megatrends revisited

PGIM savvy showcase

2025 best ideas: Alpha opportunities beyond the macro volatility

outlooks

Market Outlooks 2025 Part VI

ESG

Is ESG dead under Trump 2.0?

Insights you might have missed last week

How investors may want to position themselves in 2025

Monthly Chart Pack: 25 years of market history - stocks edition