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
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
ETC ETF Snapshot: Normal services resumed, but with possibility of disruptions
June saw US$23.9bn in net new assets, with flows more evenly distributed between risk assets and defensive positions.
8 July 2025
Weekly Market Compass Oil moves on Middle East tensions, but other markets stay the course
The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in somewhat of a wait-and-see mode.
24 June 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
Weekly Market Compass Putting markets into perspective as Middle East tensions escalate
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
17 June 2025
Weekly Market Compass US economy has been resilient despite trade policy uncertainty
As tariffs were announced, rescinded, invalidated, and resinstated, the US financial markets and economy have shown remarkable resilience.
3 June 2025
Weekly Market Compass ‘Big Beautiful Bill’ brings fiscal concerns
The proposed bill, deficit, debt ceiling, tariff threats, and rising bond yields, as well as the next move by the Federal Reserve, were top of mind.
28 May 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
Weekly Market Compass Weaker consumer confidence dampens a good week for stocks
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
19 May 2025
