2025 Investment Outlook
Global markets face a structural reset. Discover how evolving macro trends may impact positioning and portfolio strategy in H2 2025.
Insights
Allow our global network of experts and external partners to provide the inspiration you need to stay ahead of markets and industry trends.
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Latest insights
ETC ETF Snapshot: Summer break 2025 – it’s been a hot one!
European ETF flows in July and August saw inflows of US$30.8bn and US$31.6bn, respectively, the strongest two-month run since February.
9 September 2025
Real estate US and global commercial real estate — fourth quarter 2025 outlook
In today’s environment, we believe properties with income growth that’s less tied to the business cycle are best positioned to outperform.
4 September 2025
Fixed Income Global Fixed Income Strategy Monthly Report
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment. Read online.
12 August 2025
Real estate Why APAC real estate deserves a fresh look
Why APAC real estate may offer growth, diversification, and value for institutional investors amid global market uncertainty in 2025.
31 July 2025
ETF Why structure matters when choosing your next ETF
If you’re among the millions worldwide considering diving into the world of exchange-traded funds (ETFs), here’s what you should know about the different replication methods used.
21 July 2025
Real estate What are global investor flows into US real estate
Reduced cross-border investment in new US commercial real estate may impact US and global property sectors, markets, and assets differently.
18 July 2025
Asset allocation Quarterly Global Asset Allocation Outlook | Q3 2025
Paul Jackson discusses his insights on portfolio allocations and strategies for the Q3 2025 outlook.
18 June 2025
ETF Nasdaq-100: A gauge of the modern economy
Why has the Nasdaq-100 historically outperformed over the past 15 years? Read the latest on this innovative index.
21 May 2025
Private credit Why CLO equity now
Collateralised loan obligation (CLO) equity can be a compelling diversifier and has the potential for attractive absolute and risk-adjusted returns.
9 May 2025
Markets and Economy Treasuries, sentiment, and earnings: What investors need to watch
Six things for investors to watch in the coming weeks, including US Treasury yields, US and European sentiment, US earnings guidance, and Chinese economic data.
15 April 2025
ETF Digital assets: Is the bitcoin bull run just getting started?
Five key factors suggest cryptocurrencies may continue their 2024 momentum and see positive performance in 2025.
2 April 2025
ETF Equal Weight: A common-sense approach
While most standard equity benchmarks weight their constituents according to market capitalisation, an equal-weighted approach can sometimes make more sense. Discover more about equal-weight and how to gain broad equity exposure without the concentration risk.
6 March 2025
