Insights you might have missed last week

Tokenization, U.S. debt, and the anti-ESG backlash

Trust or Bust: The Next Era of Global Debt Sustainability (New York Life Investments)

Debt is everywhere—and whether that debt is “good” or “bad” depends on the answer to this question: can you pay back your debt, or can’t you?

Reimagining the Single Market: Part One (UBS AM)

UBS AM's Barry Gill, Head of Investments, interviews Professor Enrico Letta, exploring the ways Europe can regain its competitiveness in a challenging and uncertain world.

What Does the Sino-U.S. Trade War Détente Mean for Markets? (BNP Paribas AM)

China and the U.S. have reached a preliminary agreement on a trade negotiation framework that looks likely to be a tactical de-escalation of tensions.

Tokenization: A Buyside Practitioner's Guide (EFAMA)

The report includes an overview of how tokenisation is shaking up the asset management industry.

The Anti-ESG Backlash and Asset Manager Capitalism (Politics and Society)

This article examines the growing backlash among conservative activists and politicians in the United States against the use of ESG investment criteria by large asset management companies.

Africa Unleashed: Powering Prosperity through Energy Access (BCG)

Over 600 million Africans live without electricity (~570 million of them in Sub-Saharan Africa). This is about 40% of the continent’s population and nearly 85% of the world’s people without access to electricity.

3 Misconceptions About U.S. Debt (Lyn Alden)

This issue focuses on: misconceptions about U.S. debt and deficits, investment implications of having large deficits, and an updated snapshot of the newsletter portfolio.

Franchises: Rise of Sports Investment (DBS)

From streaming to video games, DBS looks at how Big Tech's influence is changing the game for the sports economy and the compelling numbers from which opportunities can be gleaned.