
IMCO World View
Since its inception in 2023, the IMCO World View has served as a comprehensive analysis of key global trends influencing the investment environment.
The World View's six global Themes and six investment Implications inform our thinking and strategy over a five-to-ten-year horizon. Because of the constant interplay with shorter-term world events, these 12 trends need to be constantly reviewed and potentially revised over time.
In the IMCO World View 2025, we assess whether recent developments are consistent with each theme or implication's momentum accelerating, decelerating or remaining stable. We also consider whether the developments underlying a change in momentum warrant a reconsideration of the trend's validity. This evaluation is a cumulative process that assigns more weight to momentum assessments that persist for several years. For each theme, we discuss what we're monitoring. For each implication, we discuss potential investor actions.
Importantly, an assessment of slowing momentum does not mean that we see the Theme or Implication fading away.
IMCO World View

World View 2025
From shifts in climate-related momentum to deglobalization and economic fragmentation, the World View 2025 examines the momentum of global investment themes.

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.
Insights
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IMCO Insights: Q&A with Nick Chamie
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Top1000 Funds: IMCO World View on accelerating deglobalisation v decelerating sustainability
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New Private Markets: Factor rising inequality into asset allocation decisions
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MandateWire: Canada's IMCO focuses on long-term strategy amid market volatility and policy shifts (Dec 2024)
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Benefits Canada: U.S.-China business relationship, private credit shaping investments in 2024
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Top1000 Funds: Reversal of investment themes demands investors change their assumptions