November's Most Thought-Provoking Insights

Timely information is the most valuable luxury for allocators

This collection of insights brings allocators some of the most thought-provoking perspectives on markets and economies from the likes of State Street, FTSE Russell, HSBC Asset Management and more. All these pieces have been selected to help investors—big and small—develop an informational edge in today's volatile macroeconomic environment.

Institutional Investors Driving The Age Of AI? (State Street)

Capturing the benefits of data in the age of AI is a potentially transformative opportunity for financial services firms and the investment industry.

The COP28 Net Zero Atlas (FTSE Russell)

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

The G20 is still poorly prepared as climate hazards are beginning to materialize. What can investors do to prepare themselves against climate risks?

Global Insurance Report: Navigating Through Uncertainty (BlackRock)

For compliance reasons, this paper is only accessible in the United States and Canada

This year’s Global Insurance Report comes amid five structural mega forces (such as aging population and a low-carbon economy) affecting the macroeconomic outlook.

Constructing Return-Target Portfolios (Vanguard)

For compliance reasons, this paper is only accessible in the United States

Fluctuations in the returns generated by stocks and bonds are not helping investors to navigate the current volatile environment. A return-target approach is needed.

Demystifying Alternatives in APAC (HSBC Asset Management)

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

The market for alternative investments is large, complex, and ever-evolving. However, allocators need to look beyond the myths associated with alternatives.

Modeling How German Inflation Might Be Easing (Macrobond)

The German economy is the heart of the European economy. When Germany's growth slows, it drags across the rest of the continent's economic trajectory.

The Global Liquidity Situation (UBS AM)

Liquidity is the blood of the financial system and of the real economy. Changes to global liquidity affect everything from asset prices to consumer spending.

Asset & Wealth Management: The AI Tipping Point (Oliver Wyman)

Despite the market rebound in 2023, the asset and wealth management industries are still facing a long-term shift in the macroeconomic environment.

AA & Performance of U.S. DB Pensions 1998-2021 (CEM Benchmarking Inc.)

Of the $39.4 trillion of retirement assets in the U.S. at the end of 2021, approximately $8.0 trillion were held in public sector DB funds.