Global asset management market size is expected to grow from $489.4 billion in 2026 to $1,122 billion in 2034, at a compound annual growth rate of 12.6%. North America accounts for a 47% share, while AI, alternative assets, and passive investing are reshaping the industry landscape. This article analyzes the structural forces behind this long-term trend from the perspectives of capital flows, investment logic, and risk.
A global market analysis based on Goldman Sachs research, exploring the impact of themes such as geopolitics, AI debt, and rare earth M&A on investment strategies.
BCG's latest report indicates that the asset management industry is facing profound structural transformation. Driven by multiple factors including the interest rate environment, technological disruption, and client demand, traditional growth models are no longer sustainable. This article provides an in-depth analysis of the new economic logic of asset management, explores how institutional investors can adapt to this transformation, and seize long-term capital allocation opportunities.
The asset management industry is facing growth pressure and business model transformation, and BCG research reveals strategic choices under the new economic landscape.
BCG's latest "Global Asset Management Report 2026" points out that in the face of interest rate changes, technological disruption, and intensifying competition, asset management companies must reshape their growth models. This article delves into the core logic of the new economics of asset management, shifts in capital flows, and industry trends over the next decade.
Barclays survey shows the hedge fund industry entering 2026 with its strongest capital inflows in nearly two decades, as institutional interest rebounds and capital shifts from private markets to high-liquidity strategies.
As Nestlé sells its water business, the wave of corporate carveout transactions in Europe continues to heat up, bringing private equity and M&A investment opportunities for institutional investors. This article analyzes the capital flow logic, long-term drivers, and potential risks behind this trend.
Goldman Sachs and Morgan Stanley saw a 70% year-over-year surge in equity trading revenue in the second quarter of 2026, totaling nearly $14 billion, with the AI frenzy serving as the main driver. However, institutional investors are focused on whether this revenue dependent on short-term volatility can be transformed into a sustainable long-term profit model. This article provides an in-depth analysis of Wall Street investment banks' AI trading dividends, transformation challenges, and future asset allocation insights.
OpenAI is hiring investment banking experts, with annual salaries up to $205,000 plus equity, marking the accelerated penetration of AI companies into the financial services sector. This article analyzes the deepening of AI investment themes, the layout logic of institutional investors, and long-term trends from the perspective of global capital allocation.
An industry survey shows that global financial firms are shifting their Asia-Pacific expansion focus toward South Korea while adopting a more cautious stance toward China and India, reflecting the impact of regulatory complexity and geopolitical risks on capital flows.
U.S. asset management company Allspring is actively seeking European acquisition targets to expand its international business footprint. This move comes against the backdrop of ongoing consolidation in the global asset management industry, reflecting the strategic trend of institutions achieving scale expansion and product diversification through mergers and acquisitions.
Singapore sovereign wealth fund GIC plans to sell up to US$2 billion in private credit assets on the secondary market, reflecting a trend of institutional investors actively managing alternative asset allocations through secondary transactions.
Mozambique's new law requires the state to hold shares in mining projects, marking an escalation of resource nationalism. Analyze its impact on global capital flows, institutional investors' asset allocation, and long-term mining investment prospects.
In May, major U.S. multi-strategy hedge funds generally performed steadily, but still significantly lagged the stock market rally driven by technology and AI. The changes in returns at firms such as Point72, Millennium, and Balyasny reflect the rebalancing of asset allocation, risk management, and relative value strategies in the current macro environment.
After Jain Global reached an exclusive partnership with Millennium, the focus of its business integration was not evenly balanced; the uncertainty surrounding the equity fundamental team reflects the current rebalancing in the hedge fund industry between scale, talent, and platform resources.
