Our latest edition of Quarterly ideas Exchange (QiX) for 2025 shares our perspective on global markets. We explore the key financial insights and trends, the implications and how institutional investors can position themselves for success in a dynamic market environment.
01
For 2026, investors should rethink portfolios using a total portfolio approach, diversify equities & fixed income, and explore private markets & liquid diversifiers.
02
Exploring the benefits and shortcomings of active and passive management, and how we believe there is a place for both in well-balanced, modern portfolios.
03
This latest report, developed in collaboration with WTW’s Thinking Ahead Institute and CAIA, focuses on how to translate TPA into real-world decisions.
04
The December 2025 Global Markets Overview discusses prevailing market expectations for future interest rate adjustments and economic growth.
05
World's largest asset managers' AUM surges to record $140 trillion. The world’s largest 500 asset managers is a joint annual research study conducted by the Thinking Ahead Institute, in conjunction with Pensions & Investments. This edition covers trends and assets under management (AUM) for 2024.
06
The Thinking Ahead Institute issued an updated paper on current risk management practice within the investment industry, and the need to pay attention to the bigger picture.
07
This Super Update covers the changes to the proposed Division 296 tax on earnings on super balances over A$3M, as well as APRA’s expectations for platform trustees on investment governance.
08
All major regions saw increases in the pension index over the third quarter, driven by mostly positive investment returns globally, combined with decreases in liabilities in some regions.
