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.
Spotlight on Strategy
Rossitsa Stoyanova
Chief Investment Officer
Jennifer Hartviksen
Managing Director, Head of Global Credit
Michael Tsada & Matthew Mendes
Senior Portfolio Manager of Fundamental Equities,
Managing Director, Head of Infrastructure
Managing Director, Head of Infrastructure
Bert Clark & Rossitsa Stoyanova
President & CEO,
Chief Investment Officer
Chief Investment Officer
Hrvoje Lakota
Vice President Portfolio Construction
Angus Botterell
Managing Director, Fundamental Equities
Brian Whibbs
IMCO's Managing Director of Real Estate
Craig Ferguson
IMCO's Managing Director of Private Equity
Tanya Lai
IMCO's Managing Director, Public Markets
World View
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
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.
2022
Trends are bad, events are worse, but ‘Trevents’ may surprise us
Seven trends that will shape our future
Why smaller public sector pension funds should consolidate to build scale
IMCO Electric Vehicle Research Report
