Insights 2025

An aerial view reveals a circular turquoise lake amidst snowy terrain, resembling an eye, offering insights into 2025's important environmental trends.

The 2025 investment landscape is characterised by rising disruption and uncertainty. The evolving policy mix combines growth-supportive measures such as fiscal support and deregulation, along with restrictive policies in the areas of trade and immigration. Global economic growth, which reached 3.2% in 2024, is expected to ease to 3.1% in 2025 and 2026, but with…

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Partners Capital Sustainable Investing Report 2024-2025

Mountain range with peaks and valleys under a clear sky, partially covered in mist, with forests and open areas visible below—a serene landscape that echoes the harmony sought in Sustainable Investing for 2024-2025.

In the latest Partners Capital Sustainable Investing Report, we highlight our progress, challenges, and evolving approach to sustainable investing. In a constantly shifting environment, Partners Capital continues to believe that it is key to assess all financially material risks, including sustainability-related risks, to protect long-term investment performance. We engage with asset managers to ensure they…

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Inflections: China Stimulus

In this first edition of Inflections, we focus on ongoing developments in Chinese policy which we believe could have global economic and investment ramifications

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Advancing the Endowment Model 

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This is a financial promotion. Your capital is at risk, the value of investments may fall and rise and you may not get back the full amount you invested. Past performance is not indicative of future returns. The endowment model of investing, which advocates healthy diversification across traditional and alternative assets, has come under fire.…

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National Association of College and University Business Officers (NACUBO)

Close-up of blue and purple fiber optic cables with illuminated ends against a dark background, creating a glowing effect, reminiscent of asset allocation in a dynamic portfolio.

This whitepaper was written for educational institutions and other organizations that benchmark themselves against university education-based peers to better understand the drivers of performance over the short- and long-term using the National Association of College and University Business Officers (NACUBO) and Commonfund FY2023 Study of Endowments as a data set. This topic can be useful…

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Partners Capital 2023-2024 Sustainable Investing Report

Abstract digital art depicting swirling shades of blue and black, resembling fluid or smoke, reminiscent of the dynamic nature of sustainable investing.

Amid a challenging macro-economic climate and swift monetary tightening, polarised debates on the role of ESG have continued. These debates, however, have had limited impact on both global sustainable investment flows and Partners Capital’s pragmatic, targeted and client specific approach to Sustainable Investing. The key areas of the 2023-2024 Sustainable Investing Report are:

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