Machines 2.0: AI, new technologies and digital assets

Explore the latest insights into AI, digital assets, and new tech

Explore some of the latest insights into the impact of artificial intelligence on the global economy, new technologies shaping the energy landscape, and digital assets that offer investors novel allocation opportunities.

Beyond the AI bubble Narrative (Invesco)

This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative. Uncover what’s next in the AI economy.

Tokenization of PE Funds – Webinar Key Takeaways (Apex Group)

For compliance reasons, this paper is only accessible in the United States

Crypto and tokenization sometimes sound too exciting, as if they’re completely different to other financial developments. But they are simply a step in the evolution of finance.

Digital Assets and Emerging Technology Study 2025 (State Street)

Find out what the investment industry is thinking about digital assets and other core technologies that are shaping asset allocation.

Technology-Related Surge Helps Offset Tariff-Driven Drain (PIMCO)

While not every country is benefiting equally from the AI investment theme, several Asian economies have seen meaningful gains in industrial production.

Realizing AI’s Transformative Potential (Robeco)

This Special Report features two papers from Robeco on AI and its implications for the investment process.

Top of Mind: The U.S.-China Tech Race (Goldman Sachs)

The U.S. and China are running a tech race that is shaping the very global order. Financial services are also being impacted.

2026 Digital Asset Outlook: Dawn of the Institutional Era (Grayscale)

Grayscale expects the structural shifts in digital asset investing to accelerate in the year ahead.

China’s Cleantech Drives Global Collaboration to Net Zero (CEF)

A new geoeconomic order is emerging. At its center is the fight against climate change. China's cleantech investments play a crucial role in this fight.

10 Crypto Predictions for 2026 (Bitwise)

Crypto’s prevailing positive trends are too strong to be subdued for long. This report explores the reason behind this conviction.

Introducing the Coinbase Store of Value Index (MarketVector Indexes)

The Coinbase Store of Value Index translates the macro thesis into a rules-based, volatility-aware strategy that combines gold and bitcoin in a disciplined, adaptive framework.

Crypto in Your Portfolio: How Much Melatonin Do You Really Need? (MPI)

This article explores how investors in digital assets ought to think about their exposure if they invested through ETFs or mutual funds.

2026 Crypto Market Outlook (Coinbase Institutional)

Uncover the key themes for crypto markets in 2026 including regulatory progress, market and technology trends, and more.

Powering AI — Energy Crunch Sparks Investment Surge (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

AI investing is driving not only a handful of stocks but the broader U.S. economy at a macro level.