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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

IMCO World View 2024 explores the evolving dynamics of US-China relations; the comprehensive impact of the IRA & CHIPS Act in the US; the profound and lasting effects of the US regional banking crisis; and the significant strides made in artificial intelligence.

Cover of World View 2024 Report

Spotlight on Strategy

World View

World View 2024

World View 2024

Building on the foundational research from the inaugural report, the IMCO World View 2024 pinpoints four key developments shaping the investment landscape in the years ahead.

World View 2023

World View 2023

IMCO World View 2023 is our comprehensive report that defines the global trends that will most impact clients' assets and the accompanying implications for investors.


IMCO Insights

2023

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Generative AI: An Investor's View

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Achieving the Right Balance

 

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

Institutional Connect Private Markets Forum
April 17, 2024

Institutional Connect Private Markets Forum

Curious about how IMCO Global Infrastructure is investing in digital infrastructure? Fred Robert, IMCO's Senior Principal, Infrastructure, shares IMCO's approach to investing in digital infrastructure and artificial intelligence. Recording provided by Institutional Connect.
Fred Robert
Future of Asset Management - Europe 2023
November 15, 2023

FT Future of Asset Management Europe

CIO Rossitsa Stoyanova on the evolving role of asset managers in the race to net zero. Recording provided by Financial Times Live.
Rossitsa Stoyanova
IMCO FORUM - October 2023
October 5, 2023

IMCO FORUM 2023

IMCO's Investments team provides an update on our World View research and how that helps them navigate current events and identify opportunities to achieve long-term results for our clients.
Nick Chamie Jennifer Hartviksen David Bezic Angus Botterell Matthew Mendes
Future of Asset Management North America Conference - October 2023
September 28, 2023

FT Future Of Asset Management North America

President & CEO Bert Clark shares his insights on how IMCO is investing through the uncertainty of today's economic environment. Recording provided by Financial Times Live.
Bert Clark
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