April 2025 top 10 papers

We present the best-performing papers from April 2025 by number of downloads.

Tracking AI in 10 Charts (Robeco)

The data presented in these charts not only underscores the transformative power of AI but also serves as a guide for strategic investment decisions.

Making Diversification Great Again (UBS AM)

While the market environment has gotten trickier, the benefits of diversification have grown as cross-asset and regional correlations have declined.

U.S. Guide to the Markets Q2 2025 (JP Morgan AM)

Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through compelling charts.

What If You Owned No U.S. Stocks? (Cambria Investments)

What is the single most universally held belief in all of investing? Think about it for a minute. Our vote would be “Investors MUST own U.S. stocks.”

Top of Mind | Tariff-Induced Recession Risk (Goldman Sachs)

The Trump Administration’s dramatic tariff moves have upended decades of U.S. trade policy, sparking a rapid reassessment of the U.S. and global economic outlook.

Long Term Capital Market Assumptions 2025-2034 (DB Group)

Long term Capital Market Assumptions (LTCMA) form a vital component of systematic long-term asset allocation approaches.

Europe EMEA Guide to the Markets Q2 2025 (JP Morgan AM)

Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through compelling charts.

Diversification and Asset Allocation in the Post-COVID Era (PMR)

Diversification is a strategy of investing in a variety of different assets with the objective of reducing risk.

Liberation Day Commentary (Invesco)

U.S. President Trump announced tariffs to be applied on imports from a variety of countries. These tariffs were worse than most had expected.

Global Fixed Income Strategy: March 2025 (Invesco)

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

Invesco has downgraded their 2025 U.S. growth forecast, but are not predicting a recession.