Market Reports

Market Reports
December 2025

Guide to the Markets: EMEA | 4Q 2025

J.P. Morgan Asset Management

Research

94 Pages

J.P. Morgan Asset Management updated their Guide to the Markets EMEA through November 30, 2025.

Read more
Market Reports
December 2025

2026 Key Themes

MFS

Research

10 Pages

MFS Investment Management outlines key macro and market themes likely to drive portfolios in 2026.

Read more
Markets
December 2025

Would the real AI bubble please stand up? A brief guide to boom or bust

Deutsche Bank

Adrian Cox, Stefan Abrudan

Research

24 Pages

Deutsche Bank explains why they think that reports of a bubble are exaggerated (for now), as well as what could go wrong.

Read more
Alternative Assets
December 2025

State of Crypto 2025: The year crypto went mainstream

Andreessen Horowitz

Research

54 Pages

a16z crypto surveys how stablecoins, institutional participation and real world use cases have pushed crypto into a more mature phase.

Read more
Market Reports
December 2025

The Future of Oil to 2050

Morningstar

Research

40 Pages

US oil production demand is expected to be resilient throughout the mid-century, despite the energy transition to electrification. 

Read more
AI
December 2025

AI eats the world

Benedict Evans

Research

90 Pages

Benedict Evans uses his November 2025 deck to examine how generative AI is reshaping technology, capital flows, and competition.

Read more
Market Reports
December 2025

Global Thematic Fund Landscape 2025

Morningstar

Kenneth Lamont

Research

63 Pages

The Global Thematic Funds Landscape report provides in-depth insights into evolving investment themes—from supply chain dynamics to the rise of actively managed funds.

Read more
AI
November 2025

Why we are not in a bubble… yet

Goldman Sachs

Peter Oppenheimer

Research

29 Pages

Peter Oppenheimer explains why he believes the markets show froth but aren’t quite yet in bubble territory.

Read more
Market Reports
November 2025

Public Markets Update

Coatue

Research

59 Pages

Coatue shared an update on public markets, focusing mostly on the technology sector and AI. 

Read more
Market Reports
November 2025

Long-Term Asset Return Study – The Ultimate Guide to Long-Term Investing

Deutsche Bank

Jim Reid

Research

52 Pages

Jim Reid published the 20th anniversary edition of Deutsche Bank’s flagship Long-Term Study, which examines how asset classes (mainly global stocks and bonds) have performed across a wide range of macroeconomic, policy, and valuation environments, drawing on data all the way from the 18th century to today.

Read more
Market Reports
October 2025

Schroders Equity Lens

Schroders

Research

58 Pages

Schroders surveys global equities through a data rich dashboard covering performance, valuations, earnings, styles, and market structure.

Read more
Alternative Assets
August 2025

Guide to Alternatives

J.P. Morgan Asset Management

Research

81 Pages

J.P. Morgan published their latest Guide to Alternatives.

Read more
Market Reports
July 2025

Global Wealth Report 2025

UBS

Research

51 Pages

UBS presents the 16th edition of its Global Wealth Report, revealing that global personal wealth rose 4.6% in 2024, driven by strong U.S. dollar and financial-market performance.

Read more
lace
Markets
July 2025

Multi-Asset Market Outlook

Robeco

Research

13 Pages

Robeco’s theme of the month is the rise in share buybacks, which they believe are set to become even more popular. They highlight the positive momentum for rising share buybacks in Japan and Europe.

Read more
Markets
July 2025

Market Know-How 3Q 2025

Goldman Sachs

James Ashley, Adrien Forrest, Simona Gambarini

Research

16 Pages

GSAM outlines a cautious yet proactive investment stance amid heightened geopolitical uncertainty, fiscal policy shifts, and tariff risks.

Read more
Markets
July 2025

Recovery, Optimism & Complacency

MUFG

Stephanie Kendal, Angela Sun, Tom Joyce

Research

52 Pages

MUFG cautions that market optimism may overlook structural vulnerabilities created by the entanglement of monetary and fiscal policy.

Read more
Markets
June 2025

2025 Mid Year Investment Outlook

HSBC Asset Management

Research

28 Pages

HSBC states the macro environment has structurally changed, which leads them to believe investors should embrace greater geographic and strategic diversification.

Read more
Markets
June 2025

What Will 2025 Be Remembered For?

Gavekal

Louis-Vincent Gave

Research

11 Pages

Assuming that the US is folding its security umbrella and withdrawing from patrolling the world’s ocean, Louis-Vincent Gave looks at possible winners and losers. He notes most of the winners in that scenario are trading at average or below average valuations.

Read more
Market Reports
June 2025

How America Saves 2025

Vanguard

Research

112 Pages

Vanguard’s 24th annual How America Saves report analyzes retirement behaviors among nearly 5 million DC plan participants in 2024, revealing record-high plan participation and smart design execution.

Read more
Markets
June 2025

The Fragmentation Era

PIMCO

Dan Ivascyn, Andrew Balls, Richard Clarida

Research

12 Pages

Pimco explains how investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.

Read more
Alternative Assets
May 2025

Global Private Markets Report 2025: Private equity emerging from the fog

McKinsey & Company

Research

27 Pages

McKinsey provides an in-depth analysis of the private markets landscape in 2024.

Read more
Markets
May 2025

The Mag 7 becomes the Mid 7

Richard Bernstein Advisors

Research

7 Pages

RBA says the Magnificent 7 is now an expensive group of stocks that is no longer unique, while other market segments, like International Quality, now offer superior growth prospects, higher dividend yields, and cheaper valuations.

Read more
Markets
May 2025

Schroders Equity Lens

Schroders

Research

54 Pages

Schroders’ May 2025 Equity Lens report highlights a strong rebound in global equities, particularly in Europe, which outperformed the U.S. by 22% year-to-date—the third-best start in over 50 years.

Read more
Markets
April 2025

Guide to Global Stock Markets 2025 Edition

Finaeon

Bryan Taylor

Research

339 Pages

The "Finaeon Guide to Global Stock Markets 2025 Edition" offers an extensive analysis of financial market performance across 22 countries and 3 global markets.

Read more
Markets
April 2025

Bear Market Anatomy – the path and shape of the bear market

Goldman Sachs

Peter Oppenheimer, Sharon Bell

Research

19 Pages

Goldman Sachs puts the current bear market into historical context and explains why the case for diversification remains strong given the trends of less globalization, higher budget deficits, higher cost of capital and constraints on corporate profit margins.

Read more
Markets
April 2025

Diversification vs. the Sirens’ Song

Richard Bernstein Advisors

Research

9 Pages

Richard Bernstein warns that investors are increasingly drawn to the allure of high-return, "riskless" assets, likening this to the mythical Sirens' song.

Read more
Markets
April 2025

Investing alongside change

BlackRock

Rick Rieder

Research

11 Pages

Rick Rieder’s latest market commentary highlights the challenges facing the U.S. economy amid elevated policy uncertainty, rising interest rates, and shifting global capital flows.

Read more
Markets
March 2025

Vertigo: Preparing for Equity Drawdowns

Man Group

Henry Neville

Research

19 Pages

Man Group's analysis of U.S. equity drawdowns from 1926 to 2025 reveals that while drawdowns are inevitable, their characteristics—such as duration, depth, and intensity—vary significantly.

Read more
Markets
January 2025

Concentration & Correction – what to do next

Goldman Sachs

Peter Oppenheimer, Sharon Bell

Research

16 Pages

Goldman Sachs analyzes the recent equity market correction and says the correction is not indicative of a sustained bear market, given the supportive macroeconomic conditions.

Read more
Markets
January 2025

Biopharmaceutical Outlook for 2025

Stifel

Tim Opler

Research

124 Pages

Stifel explains why biotech underperformed in 2024, what they predict for 2025, and what the current status is for biopharma capital markets activity.

Read more
Markets
January 2025

Building Narratives Around Obvious Outliers

Gavekal

Louis-Vincent Gave

Research

11 Pages

Louis-Vincent Gave examines both market and economic outliers and attempts to tie them together in somewhat coherent narratives.

Read more
Markets
January 2025

Narrow markets are the exception, not the rule

Richard Bernstein Advisors

Research

9 Pages

RBA highlights the increasing concentration risk in equity markets, noting 2023/24 was the narrowest market since 1998/99.

Read more
Markets
December 2024

UK Equities: New York Calling

Goldman Sachs

Sharon Bell

Research

19 pages Pages

Goldman Sachs highlights the growing trend of UK companies considering U.S. listings due to persistent valuation discounts and limited domestic equity support.

Read more
Markets
December 2024

10 for 10: Themes for the Next Decade

Man Group

Henry Neville

Research

9 Pages

Man Group presents ten secular investment themes expected to shape markets over the coming decade, grounded in geopolitical shifts, structural economic changes, and technological disruption. 

Read more
Markets
November 2024

The Asset Owner 100

Thinking Ahead Institute

Research

69 Pages

Explore the global asset management landscape through an analysis of the world’s 100 largest asset owners, uncovering their scale, influence, and the key themes reshaping the investment world today.

Read more
Markets
October 2024

What Does a Once-in-a-Generation Investment Opportunity Look Like?

Richard Bernstein Advisors

Dan Suzuki

Research

8 Pages

RBA explains why they see a '“once-in-a-generation opportunity” in international, small caps, value stocks and inflation beneficiaries.

Read more
Markets
September 2024

Global Wealth Report 2024

UBS

Research

39 Pages

UBS examines shifts in household wealth across regions, generations, and asset classes.

Read more
Markets
September 2024

A severe case of COVIDIA: prognosis for an AI-driven US equity market

J.P. Morgan Asset Management

Michael Cembalest

Research

14 Pages

Michael Cembalest covers the impact of AI on the U.S. stock market and what’s needed to justify the hundreds of billions in AI-related capital spending by big-tech.

Read more
Alternative Assets
June 2024

2024 Statistical Review of World Energy

The Energy Institute

Research

76 Pages

This annual report covers the record year for energy in terms of both production and consumption, providing overviews of different energy sources - oil, natural gas, coal, nuclear, electric & more.

Read more
Wealth Management
June 2024

How America Saves 2024

Vanguard

Research

114 Pages

Vanguard’s annual report analyzes retirement account trends across plan type, demographics, allocations and more.

Read more
Wealth Management
April 2024

Guide to Retirement 2024

J.P. Morgan Asset Management

Research

53 Pages

The 2024 Guide to Retirement has great charts covering social security and Medicare, tax planning, withdrawal rates and more.

Read more
Markets
March 2024

Global Investment Returns Yearbook 2024 (GIRY)

UBS

Elroy Dimson, Paul Marsh, Mike Staunton

Research

57 Pages

This annual report from UBS is a great guide to historical returns for, covering 35 markets and five composite indexes, with some dating back to 1900. It’s one of our favorite reads every year.

Read more
Markets
March 2024

Outlook for Private Markets

Apollo

Torsten Slok, Rajvi Shah

Research

101 Pages

Torsten Slok’s 100+ page deck covers every angle of private markets - private equity, real estate, private credit, venture capital and more.

Read more
Market Reports
March 2024

Global Private Equity Report 2024

Bain & Company

60 Pages

Private equity faced a dramatically different environment in 2023, with fundraising, deal activity, and exits all contracting.

Read more
Markets
March 2024

Eye on the Market: Electravision

J.P. Morgan Asset Management

Michael Cembalest

Research

56 Pages

Michael Cembalest reviews the progress and pitfalls in the global energy transition, particularly focusing on electrification, renewable deployment, and related infrastructure.

Read more
Markets
February 2024

Capital Markets Expectations

Meketa

Research

135 Pages

This deck is full of fantastic charts supporting Meketa’s capital market expectations for various asset classes.

Read more
Markets
January 2024

1Q 2024 Guide to the Markets

J.P. Morgan Asset Management

Research

71 Pages

J.P. Morgan published an updated Guide to the Markets to start 2024.

Read more
Alternative Assets
October 2023

The State of U.S. Early Stage Venture & Startups: 3Q23

AngelList

Matthew Speiser

Research

26 Pages

AngelList reviews how early stage venture finally showed signs of life after a long stretch of worsening performance.

Read more
Alternative Assets
August 2023

The State of U.S. Early-Stage Venture & Startups: 2Q23

AngelList

Research

26 Pages

The authors analyze the state of United States early stage venture and startups in the second quarter of 2023 using AngelList and Brex data.

Read more
Alternative Assets
March 2023

Global Private Markets Review: Private markets turn down the volume

McKinsey & Company

Research

74 Pages

McKinsey & Company reviews how global private markets entered a more muted phase after years of rapid growth and easy capital.

Read more
Market Reports
February 2023

Global Private Equity Report 2023

Bain & Company

Research

76 Pages

Bain & Company reviews how global private equity entered 2023 after an abrupt break in a decade long boom.

Read more
Markets
February 2023

Global Investment Returns Yearbook 2023

Credit Suisse

Elroy Dimson, Paul Marsh, Mike Staunton

Research

54 Pages

Credit Suisse Research Institute distills a century plus of global market history to frame realistic expectations for returns and risk.

Read more
Alternative Assets
February 2023

State of the Markets

Silicon Valley Bank

Research

33 Pages

Silicon Valley Bank analyzes the innovation economy’s reset in early 2023, emphasizing tighter funding, portfolio triage, and shifting exit paths.

Read more
Alternative Assets
July 2022

The State of U.S. Early-Stage Venture Capital & Startups: 2Q22

AngelList

Research

21 Pages

The authors review how early stage venture conditions shifted in 2Q22 as the broader market sold off.

Read more

Join our newsletter to have all of this content
+ Exclusive Newsletter Bonus Content
delivered to your inbox every week

Scroll to Top