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IMCO Insights

We are pleased to offer a range of views on critical issues facing investors today. Our insights are primarily developed by our formal research team and augmented with commentary from IMCO’s team of senior investment professionals.

Spotlight

Our comprehensive World View identifies six global themes expected to play a significant role in driving returns over the coming decade. It also evaluates the economic and market implications of these themes for investors, like IMCO.

IMCO World View

Spotlight on Strategy

Global Perspectives

2023

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Achieving the Right Balance

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IMCO releases World View

 

2022

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Trends are bad, events are worse, but ‘Trevents’ may surprise us

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Seven trends that will shape our future

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Why smaller public sector pension funds should consolidate to build scale

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IMCO Electric Vehicle Research Report

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A case of scale: how large investors leverage scale to deliver outperformance

2021

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Recent inflation dynamics

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COVID-19 and our focus on fundamentals

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Investing in times of the pandemic: How COVID-19 is reshaping globalization

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The next normal from the COVID-19 crisis

2020

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Navigating a grinding recovery

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Deglobalisation implications for investors

Events

Debtwire US Private Credit Forum 2023
June 14, 2023

Debtwire US Private Credit Forum 2023

What are some exciting opportunities within private credit? Watch Jennifer Hartviksen, IMCO's Managing Director, Global Credit, share her perspective.
Jennifer Hartviksen
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May 1, 2023

Making Net-Zero Possible

CIO Rossitsa Stoyanova shares her insights as she took the stage at the 2023 Global Conference hosted by the Milken Institute.
Rossitsa Stoyanova
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November 8, 2022

FT Future Of Asset Management Europe

CIO Rossitsa Stoyanova on how IMCO integrates ESG into its investment strategy. Recording provided by Financial Times Live.
Rossitsa Stoyanova
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October 4, 2022

IMCO Forum 2022

Historian, author, and Bloomberg columnist, Dr. Niall Ferguson, delivered the keynote address.
Nick Chamie Jennifer Hartviksen Fred Robert
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February 8, 2022

Canadian Club Toronto Panel: A Case For Scale: Quantifying How Large Institutional Investors Add Value

Bert Clark
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October 5, 2021

IMCO Forum 2021: Navigating Today’s Global Trends

Richard Varkey Craig Ferguson