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Annual Report
Firm
Type
Annual Report
August 2026
Gaming Report 2026: Choose Your Player
Bain & Company
Research
29 Pages
Bain & Company argues gaming economics increasingly reward focus over scale as player preferences fragment and spending concentrates.
Alternative Assets
August 2026
Interim Secondary Market Report 2026
Lazard
Research
22 Pages
Lazard finds the secondary market is becoming a structural liquidity channel rather than a cyclical workaround.
Annual Report
August 2026
Electric Car Markets in a Time of Uncertainty
International Energy Agency
Research
35 Pages
The International Energy Agency examines how electric-car demand is holding up as the broader auto market weakens and trade flows shift toward China.
Annual Report
July 2026
Global Data Center Trends 2026
CBRE
Research
21 Pages
CBRE examines how AI-driven demand is reshaping the global data center market, with power shortages increasingly becoming the industry's biggest constraint.
Annual Report
July 2026
Strong Markets, Hard Strategic Choices
BCG
Research
11 Pages
BCG examines how leadership in shareholder value creation is shifting as AI, geopolitics, and higher interest rates reshape markets.
AI
July 2026
The State of the AI Economy
Exponential View
Research
66 Pages
Exponential View estimates the size of today's AI economy by measuring what customers are actually paying for AI rather than focusing on infrastructure spending alone.
Annual Report
June 2026
A Comprehensive Guide to ETFs (2nd edition) Module 2: Evaluating ETFs
CFA Institute
Research
63 Pages
This paper explains how investors can evaluate ETFs using an Efficiency, Tradability, and Fit framework rather than relying on fees alone.
Annual Report
June 2026
World Energy Investment 2026
International Energy Agency
Research
260 Pages
IEA examines how global energy investment is shifting as security, electrification, and regional resilience become bigger priorities.
Alternative Assets
June 2026
Private credit in 2025: A maturing industry navigates change
McKinsey & Company
Research
12 Pages
McKinsey examines how private credit is evolving into a more mature industry as fundraising moderates, competition increases, and investors broaden beyond traditional direct lending.
Annual Report
June 2026
How can biopharma keep its balance?
EY
Research
43 Pages
EY examines how biotechnology companies are balancing strong industry fundamentals against financing constraints, policy uncertainty, patent expirations, and increasing competition.
Annual Report
June 2026
Control the Controllable, Weather the Rest: Private Equity Midyear Report 2026
Bain & Company
Research
18 Pages
Bain & Company examines why private equity’s expected rebound has stalled again despite open debt markets, available dry powder, and resilient public equities.
Annual Report
June 2026
The Great Reordering
BCG
Research
26 Pages
Boston Consulting Group examines how wealth management is being reordered by shifting booking centers, emerging market clients, family succession, and AI.
Annual Report
May 2026
Global Banking Annual Review 2026
McKinsey & Company
Research
28 Pages
McKinsey examines how banks posted another strong year while facing faster threats to customer ownership.
AI
May 2026
AI eats the world
Research
79 Pages
Benedict Evans frames AI as the next major platform shift in technology, but one whose adoption, product shape, and business model remain unsettled.
Annual Report
May 2026
2026 Investment Company Fact Book
ICI
Research
146 Pages
The 2026 Investment Company Fact Book reviews trends and activities in the investment company industry.
Annual Report
May 2026
An Imperative for Growth
BCG
Research
31 Pages
Boston Consulting Group examines why asset managers need to find new sources of growth as market appreciation becomes a less reliable engine.
AI
April 2026
Artificial Intelligence Index 2026 Annual Report
Stanford University
Research
423 Pages
Stanford HAI examines how AI is advancing faster than the systems built to evaluate, govern, and absorb it.
Annual Report
April 2026
Global Energy Review 2026
International Energy Agency
Research
48 Pages
International Energy Agency reviews global energy trends in 2025, showing a system increasingly driven by electricity demand and clean energy growth.
Alternative Assets
April 2026
State of the Venture Capital Industry
TrueBridge
Research
19 Pages
TrueBridge Capital argues 2025 marked a real step toward normalization in venture, but with capital flowing far more selectively than before.
Alternative Assets
April 2026
Purdue Agricultural Economics Report
Purdue University
Research
82 Pages
Purdue’s annual outlook surveys the 2026 U.S. and Indiana farm economy, from crop margins and credit to farmland and regional conditions.
Annual Report
March 2026
2026 Target-Date Fund Landscape
Morningstar
Research
33 Pages
Morningstar’s annual report on target-date funds analyzes flows, fees, asset composition, market dominance, strategy performance, and more.
Annual Report
March 2026
2026 M&A Trends
McKinsey & Company
Research
166 Pages
After dealmaking slowed momentarily in early 2025, global M&A activity had a strong finish to the year. Deal value finished the year up 43% to $4.7 trillion, from $3.3 trillion a year earlier—20% higher than the ten-year average of $3.9 trillion.
Annual Report
March 2026
Tech Trends Report 2026
Contrary
Research
352 Pages
The annual Contrary Tech Trends Report isolates the most important currents within technology and the way social behavior forms around them.
Africa
March 2026
Venture Capital in Africa Report
AVCA
Research
44 Pages
This seventh edition of AVCA’s Venture Capital in Africa report captures a market that is no longer in free fall, but not yet in full recovery.
Annual Report
March 2026
Country Risk Atlas 2026: Under the surface
Allianz
Research
179 Pages
The 2026 edition of the Country Risk Atlas assesses the economic outlook, risks and opportunities across 83 countries, representing approximately 94% of global GDP.
Annual Report
March 2026
Global Investment Returns Yearbook 2026
UBS
Research
24 Pages
The UBS Global Investment Returns Yearbook offers a comprehensive record of long-term performance across stocks, bonds, bills, currencies, and other asset classes, tracing developments back to 1900.
Annual Report
March 2026
2025 Public Pension Funding Study
Milliman
Research
17 Pages
The Milliman Public Pension Funding Study annually explores the funded status of the 100 largest U.S. public pension plans.
Annual Report
March 2026
2026 Global Family Office Report
J.P. Morgan Asset Management
Research
47 Pages
J.P. Morgan’s report shares a comprehensive look at today’s family office landscape. It features 333 offices from 30 countries and an average net worth of $1.65 billion.
Alternative Assets
February 2026
The Big Book of Venture Capital
Research
272 Pages
Rohit Yadav’s 'Big Book of Venture Capital: 2025 Annual Edition' is a year-end deep dive into venture capital and startup dynamics, combining structured analysis, hard data, and forward-looking perspectives to help make sense of where the market stands today.
Annual Report
February 2026
The State of Video Gaming in 2026
Research
164 Pages
Matthew Ball’s annual report covers the state of the gaming industry, why gaming is losing the attention war, and the five areas of revenue growth for 2026.
Alternative Assets
February 2026
The Fund Benchmarks Report 2025
AngelList
Research
33 Pages
With data current as of January 1, 2026, AngelList provides a comprehensive performance data for 2024, which shows stronger TVPI than recent vintages.
Alternative Assets
February 2026
State of the U.S. Wine Industry 2026
Silicon Valley Bank
Research
49 Pages
Silicon Valley Bank's published their 26th annual report on the State of the U.S. Wine Industry, which it says is stabilizing after revenue declined by 2% in 2025.
Alternative Assets
February 2026
Copper in the Age of AI: Challenges of Electrification
S&P Global
Research
116 Pages
S&P Global's comprehensive study identifies a transformative trajectory for copper demand, projecting a surge from 28 million metric tons in 2025 to 42 million metric tons by 2040 – a 50% increase that underscores the metal's pivotal role in multiple technological and economic domains.
Annual Report
February 2026
State of Private Markets 2025 in review
Carta
Research
34 Pages
By nearly every measure, 2025 was a strong year for startup fundraising, capping a multi-year recovery from the market reset of 2022 with capital, valuations, and deal terms all trending in founders' favor.
Alternative Assets
February 2026
State of Startups 2025
Carta
Research
145 Pages
Carta’s State of Startups 2025 finds the tech ecosystem operating at two distinct speeds, with capital concentrating in AI and highly legible founders while many others struggle for attention and resources.
Annual Report
February 2026
Activate Technology & Media Outlook 2026
Activate Consulting
Research
250 Pages
Activate’s annual deck on the state of media and entertainment.
Annual Report
February 2026
Global Developments To Watch Over The Next Five Years
Research
13 Pages
Vikram Mansharamani published his annual list of 20 global developments to watch over the next five years.
Alternative Assets
January 2026
State of Markets
Andreessen Horowitz
Research
57 Pages
a16z’s report looks at trends across public and private markets, with a focus on on venture markets and tech stocks.
Annual Report
January 2026
Land Report 100: Explore the 2026 Top 100 U.S. Landowners
The Land Report
Research
18 Pages
The Land Report 100 shares the top 100 private landowners in the US. Topping the list in 2026 is Stan Kroenke, who controls an estimated 2,700,000 acres nationwide.
Alternative Assets
January 2026
State of Venture, Global 2025 recap
CB Insights
Research
284 Pages
CBB published their annual state of venture recap with global data and analysis on dealmaking, funding, and exits by private market venture companies.
Annual Report
January 2026
Global M&A Report 2026
Bain & Company
Research
91 Pages
Bain’s annual M&A report shares deal value rose in 2025 to deliver the second-highest year on record in a broad-based rebound that spanned all industries.
Annual Report
January 2026
2026 Global Data Center Outlook
JLL
Research
9 Pages
JLL’s 2026 Global Data Center Outlook touches on how to navigate AI demand, power constraints and global opportunities in 2026.
Annual Report
January 2026
Luminate Releases 2025 Year-End Music Report
Luminate
Research
Luminate’s 2025 Year-End Music Report says 2025 in music was defined by a paradox: While global On-Demand Audio (ODA) streaming continued to climb, reaching a +10.3% growth rate in the first half of the year, the domestic U.S. market began to show unmistakable signs of a mature market slowdown.
Annual Report
January 2026
12 Outlooks for the Future/2026+
Research
13 Pages
Scott Belsky shared 12 things he expects to see in the coming yearish.
Annual Report
January 2026
Decarbonization: Parameters, Dollars and Sense, Electrons Photons Molecules
Nat Bullard
Research
200 Pages
Nat Bullard’s annual presentation covers all that matters in our energy, industry, technology, and transport systems, and equally about how those systems engage with each other, and interact in our atmosphere.
Annual Report
January 2026
2025 letter
Research
53 Pages
Dan Wang, who previously covered tech for Gavekal Dragonomics is the author of Breakneck: China's Quest to Engineer the Future, wrote his 2025 annual letter.
Annual Report
January 2026
Finding a New Longevity for Luxury
Bain & Company
Research
36 Pages
Bain and Company explains why luxury is shifting from a post boom normalization into a more selective growth era.
Annual Report
January 2026
How Platforms Are Colliding and Why This Will Spark the Next Era of Growth
BCG
Research
26 Pages
BCG published their annual video game report.
Annual Report
January 2026
Biopharma Trends 2026
BCG
Research
12 Pages
BCG’s report on biopharma trends notes that biopharma’s average total shareholder return was 0% from 2021 to 2025, compared with 16% for the S&P 500. Over this five-year period, only 6 of the top 20 companies outperformed the S&P 500.
Annual Report
January 2026
Global Wealth Report 2025: Crafted wealth intelligence
UBS
Research
51 Pages
UBS maps how global household wealth has evolved and where it is headed next, highlighting rising Everyday Millionaires, shifting regional leadership and an expected wealth transfer of about $83 trillion that will reshape who controls assets and how portfolios are built.
Annual Report
January 2026
Principal Discussions: Conversations with the World’s Wealthiest Families
J.P. Morgan Asset Management
Research
80 Pages
J.P. Morgan’s report offers an inside-look into the lives and mindsets of the world’s most influential families.
AI
January 2026
2025 LLM Year in Review
Research
11 Pages
Andrej Karpathy reviews how 2025 reshaped large language models, focusing on training, evaluation and how people work with these systems.
Annual Report
December 2025
How America Saves 2025
Vanguard
Research
112 Pages
Vanguard analyzes how participants actually save and invest inside defined contribution retirement plans across a large record keeping base.
Annual Report
December 2025
Evergreen Fund Landscape
Morningstar
Research
5 Pages
Morningstar’s Q4 2025 US Evergreen Fund Landscape Preview shows the U.S. evergreen fund market has grown rapidly—approaching roughly $500 billion in assets—as “semi-liquid” private market vehicles (interval funds, tender offer funds, unlisted REITs/BDCs) expand access beyond traditional institutional investors.
Annual Report
December 2025
The Asset Owner 100
Thinking Ahead Institute
Research
16 Pages
The study reveals the world’s 100 largest asset owners are now responsible for US$ 29.3 trillion as of the end of 2024; experiencing an increase in assets of 11.3% compared to the previous year.
Annual Report
December 2025
Insights from the 2025 Schwab RIA Benchmarking Study
Charles Schwab
Research
54 Pages
The RIA Benchmarking Study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance.
Annual Report
December 2025
Charles Schwab ETFs and Beyond Study
Charles Schwab
Research
49 Pages
Charles Schwab presents its 2025 ETFs and Beyond Study on how individual investors use ETFs across their portfolios.
Annual Report
December 2025
State of European Tech 2025
Atomico
Research
282 Pages
Atomico uses its State of European Tech 2025 to map a maturing yet constrained European tech ecosystem.
Wealth Management
August 2025
Guide to Retirement
J.P. Morgan Asset Management
Research
56 Pages
J.P. Morgan Asset Management provides a comprehensive framework for retirement planning that emphasizes longer life expectancies, disciplined investing, and strategic income management.
Markets
April 2025
Global Asset Management Report: From Recovery to Reinvention
BCG
Research
26 Pages
Boston Consulting Group outlines how the global asset management industry must transition from recovery into reinvention by innovating across product development, distribution, scale, and cost structure.
Markets
April 2025
Our 2025 Annual Consumer Trend Report
Forerunner
Research
98 Pages
Forerunner VC shares a comprehensive update on the state of the consumer, covering health and wellness, security, and Generative AI, and where they see investment opportunities around each of them.
Alternative Assets
April 2025
Market Overview 2025: What, Me Worry?
Hamilton Lane
Research
120 Pages
Hamilton Lane gives an update on private markets and future expectations for returns, liquidity, M&A, fundraising, and more.
Annual Report
April 2025
VC Fund Performance FY 2024
Carta
Research
28 Pages
Carta's analysis of over 2,000 U.S. venture funds from 2017 to 2024 reveals a shifting landscape in venture capital.
Markets
March 2025
Global Investment Returns Yearbook 2025 (GIRY)
UBS
Research
22 Pages
UBS updated their annual GIRY, which highlights the evolution of global markets over the past 125 years.
Markets
March 2025
Heliocentrism
J.P. Morgan Asset Management
Research
55 Pages
J.P. Morgan’s “Eye on the Market” commentary titled Heliocentrism explores the growing dominance of AI and the “Magnificent Seven” tech stocks within U.S. equity markets.
Wealth Management
February 2025
Billionaire Ambitions Report 2024
UBS
Research
60 Pages
UBS looks at the trends in billionaire wealth over the past 10 years.
Industry Reports
January 2025
Decarbonization: 2021, The Complex, Reagents
Nat Bullard
Research
200 Pages
Nathaniel Bullard's 2025 decarbonization presentation offers a comprehensive analysis of global climate and energy trends, emphasizing the interplay between technology, capital markets, and policy.
Annual Report
March 2024
Global Investment Returns Yearbook 2024 (GIRY)
UBS
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.
Annual Report
February 2023
Global Investment Returns Yearbook 2023
Credit Suisse
Research
54 Pages
Credit Suisse Research Institute distills a century plus of global market history to frame realistic expectations for returns and risk.
Alternative Assets
January 2023
Decarbonization: The long view, trends and transience, net zero
Nat Bullard
Research
141 Pages
Nat Bullard maps the 2023 state of decarbonization through technology, capital, and policy lenses, focusing on what drives durable change.
Annual Report
November 2022
The Great Reset: North American asset management in 2022
McKinsey & Company
Research
27 Pages
McKinsey & Company argues 2022 forced a reset in macro assumptions that asset managers relied on for a decade.
Annual Report
October 2022
Global Wealth Report 2022
Credit Suisse
Research
72 Pages
Credit Suisse reviews how household wealth and inequality shifted through 2021, and what higher inflation means going forward.
Annual Report
May 2022
2022 Robo-Advisor Landscape
Morningstar
Research
45 Pages
Morningstar’s manager research team maps the evolving US robo advisor industry, comparing business models, portfolios, pricing and levels of human guidance.
Annual Report
March 2022
Credit Suisse Global Investment Returns Yearbook 2022 Summary Edition
Credit Suisse
Research
50 Pages
Credit Suisse explores how 122 years of global asset returns can inform today’s inflation-driven regime shift.
Annual Report
January 2022
2021 Annual FinTech Almanac
FT Partners
Research
152 Pages
FT Partners examines the surge in global FinTech activity in 2021, highlighting record-breaking financing and M&A volumes across sectors.
Annual Report
July 2021
The Next Normal: Are Investors Prepared For Post-Covid Markets?
Natixis
Research
15 Pages
Natixis Investment Managers explores how investor behavior and expectations have shifted coming out of Covid, focusing on the gap between return expectations and risk tolerance.
Annual Report
March 2021
Global Investment Returns Yearbook 2021 Summary Edition
Credit Suisse
Research
76 Pages
Credit Suisse Research Institute explores over a century of global market returns, with a particular focus on emerging markets and their evolving role in portfolios.
Wealth Management
September 2020
Global ETF Survey 2020
TrackInsight
Research
108 Pages
TrackInsight’s Global ETF Survey explores how professional investors used ETFs during the COVID-driven market shock, focusing on liquidity, portfolio construction, and shifting demand across strategies.
Annual Report
September 2020
The Family 1000: Post The Pandemic
Credit Suisse
Research
40 Pages
Credit Suisse examines how family-owned businesses differ from peers, focusing on performance, governance, and long-term value creation across a global dataset of 1,000 firms.
Portfolio Management
July 2020
2019 Endowment Update
Yale University
Research
32 Pages
Yale Investments outlines its endowment strategy, emphasizing long-term investing, illiquid assets, and disciplined spending to balance growth with stability.
Annual Report
April 2020
Global Investor Study: Under Pressure: Investors’ Response To Crisis
Schroders
Research
24 Pages
Schroders explores how global investors are behaving during crisis conditions, focusing on return expectations, advice sources, and financial knowledge gaps.
Annual Report
February 2020
Summary Edition Credit Suisse Global Investment Returns Yearbook 2020
Credit Suisse
Research
48 Pages
Credit Suisse explores over a century of global asset returns, focusing on ESG investing, long-term performance, and factor strategies across 23 markets.
Annual Report
January 2020
Big Ideas 2020
ARK Invest
Research
81 Pages
ARK Invest’s Big Ideas 2020 explores how disruptive technologies across AI, energy, biotech, and fintech could reshape global markets and economic growth.
Wealth Management
April 2019
Schroders Global Investor Study – Investor Behaviour: Do People Have Control of Their Personal Finances?
Schroders
Research
19 Pages
Schroders explores how investor behavior often contradicts stated long term goals, highlighting gaps between expectations, emotions, and actual decisions.
Alternative Assets
March 2019
Guide to Alternatives – 1Q 2019
J.P. Morgan Asset Management
Research
41 Pages
J.P. Morgan Asset Management outlines how alternative investments fit into portfolios as traditional returns compress and volatility rises.
Wealth Management
March 2019
Guide to Retirement
J.P. Morgan Asset Management
Research
52 Pages
J.P. Morgan’s Guide to Retirement lays out a data driven framework for how individuals can plan, invest, and sustain income throughout retirement.
Annual Report
February 2019
Summary Edition Credit Suisse Global Investment Returns Yearbook 2019
Credit Suisse
Research
43 Pages
Credit Suisse examines 119 years of global asset returns, comparing equities, bonds, and cash while exploring risk premiums, emerging markets, and factor investing across 23 countries.
Wealth Management
October 2018
Global Wealth Report 2018
Credit Suisse
Research
60 Pages
Credit Suisse examines global household wealth trends, tracking growth, distribution, and inequality across regions while introducing new insights on gender wealth gaps.
Annual Report
July 2018
Classic Car Special: Luxury Investment Index Q1 2018
Knight Frank
Research
6 Pages
Knight Frank explores shifting dynamics across luxury assets, focusing on how classic cars are losing momentum while art and wine take the lead.
Wealth Management
May 2018
2018 Investment Company Fact Book
ICI
Research
348 Pages
Investment Company Institute’s 2018 Fact Book breaks down the structure, growth, and behavior of the global fund industry, with a focus on mutual funds, ETFs, and retirement vehicles.
Annual Report
February 2018
Credit Suisse Global Investment Returns Yearbook 2018
Credit Suisse
Research
43 Pages
Credit Suisse examines 118 years of global asset returns, factor investing, and private wealth performance to frame today’s low return environment.
Annual Report
February 2018
Credit Suisse Global Investment Returns Yearbook 2018
Credit Suisse
Research
22 Pages
Credit Suisse explores 118 years of asset returns, factor investing, and private wealth trends to frame today’s low return environment.
Annual Report
February 2017
Global Investment Returns Yearbook 2017: Slide Deck
Credit Suisse
Research
40 Pages
Credit Suisse explores how 117 years of market history can frame expectations for equities, bonds, inflation, and factor investing.
Annual Report
September 2016
Long-Term Asset Return Study: An Ever Changing World
Deutsche Bank
Research
91 Pages
Deutsche Bank examines how demographics, globalization, debt, and political fragmentation may reshape long term asset returns after a 35 year economic cycle.
Annual Report
February 2016
Credit Suisse Global Investment Returns Yearbook 2016
Credit Suisse
Research
72 Pages
Credit Suisse examines how rising interest rates have historically influenced stocks, bonds, and investor behavior across 21 countries since 1900.
Markets
February 2015
Credit Suisse Global Investment Returns Yearbook 2015
Credit Suisse
Research
68 Pages
Credit Suisse examines how shifting industry leadership, responsible investing, and equity discount rates have shaped long run returns across 115 years and 26 markets.
Annual Report
September 2014
Long-Term Asset Return Study: Bonds: The Final Bubble Frontier?
Deutsche Bank
Research
104 Pages
Deutsche Bank examines whether government bonds have become the latest destination in a decades long cycle of policy driven asset bubbles.
Portfolio Management
September 2014
Annual Endowment Report: Message from the CEO
Harvard Management Company
Research
7 Pages
Harvard Management Company examines how the Harvard endowment recovered after the financial crisis through active management, direct investing, and shifting asset allocations.