Investment Research and Economics

IMCO's Investment Research and Economics team delivers in-depth analysis to help decode the complexities of the global investment landscape. Their work supports IMCO's broader portfolio decisions by identifying structural shifts, emerging risks, and long-term opportunities. The team also delivers valuable insights to IMCO clients designed to offer timely context on market developments and strategic guidance.

IMCO World View

The World View is the Research team's flagship annual publication, offering a deep dive into macro economic forces and investment themes that shape portfolio strategy. It presents a comprehensive analysis of six key themes and their corresponding implications, providing critical insights that guide IMCO's 5-to-10-year investment strategy and help identify opportunities or risks to client portfolios.

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Investment Trends & Thematic Analysis

Explore our thematic reports on emerging trends and themes poised to influence global markets and investment decisions.

The Age of Artificial Intelligence

This executive summary highlights the impact of artificial intelligence on the global economy and how long-term investors can position for the disruption.

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Electric Vehicle (EV) Research

This report analyzes the investment implications of the global shift towards electric vehicles.

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Achieving the Right Balance

Six factors to consider when designing the optimal asset mix.

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The information presented is for general informational purposes only and does not constitute investment or financial, legal, tax or other professional advice to any individual or organization, and should not be relied on for any such purpose. The information, some of which may have been obtained from third party sources, is believed to be accurate at the time of publishing, but is subject to change. We do not represent or warrant that this information is accurate or complete, and it should not be relied upon as such. IMCO takes no responsibility or liability for any error, omission or inaccuracy in this information. The information is not intended to convey any guarantees as to the future performance of any investment products, asset classes, capital markets, or portfolios discussed.