From Investment IQ. US exceptionalism has driven equity markets to new highs, with the S&P 500 delivering consecutive years of strong returns and dominating global indices. However, extreme market concentration, historically high valuations, and rising fiscal risks suggest this trend may not last indefinitely. Redwheel 🔗 Read the full article on Investment IQ: https://incm.pub/3QA8o96 #investing #assetmanagement #wealthmanagement #finance
Investment IQ
Investment Management
Investment intelligence to help you make better decisions
About us
Our aim is simple: we make it easy for pensions and wealth management professionals to access the latest thought leadership content, all from a single source. Using Investment IQ's search facility, our members discover the latest articles, reports, research, white papers, videos and more. Investment IQ is part of Incisive Media, the company behind well-known brands like Investment Week, Professional Adviser and Professional Pensions.
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- Investment Management
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- 51-200 employees
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- London
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- financial advice, financial advisers, pensions, wealth management, fund selection, IFA, esg, fixed income, and alternatives
Updates
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From Investment IQ. US stocks appear to be caught in a prolonged holding pattern, with market participants closely monitoring key indicators for signs of renewed momentum. Morningstar 🔗 Read the full article on Investment IQ: https://incm.pub/3F4mhK8 #investing #assetmanagement #wealthmanagement #finance
Analysing the potential catalysts for a US market turnaround
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From Investment IQ. Revisiting the concept of total return kings provides valuable insights into the long-term investment potential of high-quality companies. These businesses, often distinguished by strong cash flow, consistent dividend payments, and resilient fundamentals, highlight the importance of focusing on sustainable growth over market cycles. Redwheel 🔗 Read the full article on Investment IQ: https://incm.pub/43h4KJ3 #financialadviser #investment #investmentmanagement #finance
Revisiting the total return kings: lessons for investors
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From Investment IQ. As 2025 unfolds, private asset markets stand at a pivotal juncture, influenced by stabilising economic growth, easing monetary policies, and moderating inflation. Natixis Investment Managers 🔗 Read the full article on Investment IQ: https://incm.pub/4h0LGSi #investing #assetmanagement #wealthmanagement #finance
Strategic approaches to private market investments in a changing landscape
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From Investment IQ. After years of strong inflows, thematic ETFs faced net outflows in 2024, marking a shift in investor sentiment. While sustainable themes like the energy transition saw waning interest, AI-driven sectors—including big data, robotics, and automation—continued to outperform. Despite the downturn, the number of thematic ETFs in Europe continued to grow, with new strategies emerging in areas such as quantum computing and deglobalization. Morningstar 🔗 Read the full article on Investment IQ: https://incm.pub/41wxCvB #investing #assetmanagement #wealthmanagement #finance
Why investor appetite for thematic ETFs is shifting
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From Investment IQ. With 2025 here, equity markets face a pivotal moment shaped by shifting economic dynamics and evolving sector trends. State Street Global Advisors 🔗 Read the full article on Investment IQ: https://incm.pub/438ooXs #investing #assetmanagement #wealthmanagement #finance
Equity markets in 2025: balancing risks and rewards
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From Investment IQ. Fixed income markets are entering a period of structural change, shaped by shifting interest rate cycles, inflationary pressures, and evolving credit dynamics. Natixis Investment Managers 🔗 Read the full article on Investment IQ: https://incm.pub/4icjZqR #investing #assetmanagement #wealthmanagement #finance
The future of fixed income: key themes for the next decade
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From Investment IQ. The rapid evolution of AI agents and robotics is set to redefine industries, from automation and enterprise software to self-driving vehicles and humanoid robots. Advances in semiconductor technology are driving demand for AI applications, while the rise of AI agents capable of autonomous decision-making is transforming business operations. T. Rowe Price 🔗 Read the full article on Investment IQ: https://incm.pub/3QqAofj #financialadviser #investment #investmentmanagement #finance
AI agents and robotics: key drivers of future technology
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From Investment IQ. The global macroeconomic outlook for 2025 presents a complex landscape for institutional investors, with shifting growth trends, evolving inflation dynamics, and central bank strategies at the forefront. State Street Global Advisors 🔗 Read the full article on Investment IQ: https://incm.pub/4jZs8jY #investing #assetmanagement #wealthmanagement #finance
Navigating macroeconomic uncertainty in 2025
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From Investment IQ. The World Economic Forum's 2024 report highlights the rapid acceleration of artificial intelligence (AI) as a pivotal development. Natixis Investment Managers 🔗 Read the full article on Investment IQ: https://incm.pub/3XaaErp #investing #assetmanagement #wealthmanagement #finance
Key equity themes for the next decade
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