Insights you might have missed last week

AI (again!), 10 challenges for China, and antimicrobial resistance

Artificial Intelligence in Finance (CEPR)

This report focuses on three main themes regarding the use of AI.

U.S. Commercial Real Estate Chartbook June 2025 (MetLife IM)

Valuations remain compelling: over the next 12 months. MetLife IM expects 4% growth in retail, 2.0% growth in apartment, 2.0% growth in industrial, and 0.5% growth in offices.

The New Architecture of Institutional Credit (Nuveen)

Higher base interest rates, more dynamic private markets and persistent macro and geopolitical uncertainty have reset expectations for institutional investors.

A View from China on the U.S. Trade Competition (PGIM Fixed Income)

Amid a highly dynamic geopolitical situation, the following frames PGIM Fixed Income's view of the U.S./China relationship as it enters this new, critical phase.

Is Nuclear Power Set for a Revival? (Goldman Sachs)

After decades of stagnation, the supply of nuclear energy is poised to increase significantly in the coming years on the back of rising power consumption, a shift toward cleaner energy, and the need for round-the-clock power sources.

Global Economic Impacts of Antimicrobial Resistance (PIIE)

Overuse, misuse, and underuse of antimicrobials in healthcare, agriculture, and industrial applications have aggravated AMR. Socioeconomic, sociocultural, demographic, and environmental factors have also contributed to AMR.

Fixed Income Outlook: Get Used to It (Robeco)

This report highlights three themes: That a new trade regime is unfolding; new regimes have also taken hold in long-dated Treasuries and European govies; return to tight credit spreads suggests “risk” is getting used to high uncertainty.

Ten Challenges Facing China’s Economy (Bruegel)

China’s economic problems are structural; the response so far has not tackled the root causes.