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Key Trends and Concerns for Investors in 2025

WiserAdvisor

Analysts expect ESG assets to soar to between $35 and $50 trillion by 2030. ESG companies focus on a range of things, such as reducing carbon emissions, cutting plastic waste, treating employees fairly, ensuring gender equality, and prioritizing ethical governance. Tech giants are also fueling the innovation engine.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. What motivated the transition to full-time asset management?

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

Let, let’s, for people who may not be familiar with the firm and your background, let’s start with how your interesting and unusual career BS in engineering, ba in philosophy from Swarthmore. You, you were pretty early to computer modeling and statistical methods as a research engineer at MAT, this is the late 1970s.

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Transcript: David Layton

The Big Picture

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Clients 144
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Transcript: Antti Ilmanen

The Big Picture

You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, starting yields of all major assets were coming down in the last decade and last decade — actually, several decades. RITHOLTZ: Really quite interesting. Explain that. RITHOLTZ: Right.

Valuation 130
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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. BERRUGA: Exactly.

Clients 157