Insights you might have missed last week

Explore quality and timely perspectives from global institutions

Here are some of the highest quality pieces of insight from top asset managers and institutions from around the world that you might have missed this week.

Quality Control: A Global Perspective (FTSE Russell)

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

The FTSE All-World Pure Quality Index neutralizes industry biases while delivering robust quality returns.

2025 Institutional Outlook: Wash. Rinse. Repeat. (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Institutional investors had reason to be satisfied with 2024 results: markets in Asia, the U.S. and Germany produced double-digit returns. Most other European markets produced solid single-digit results.

What Is in Store for Tech? (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

Discover the impact of AI capital expenditure on global tech investments, with insights into the U.S., European, and Asian markets and emerging opportunities.

The Distributional Consequences of Bitcoin (ECB)

The original promise of Nakamoto (2008) to provide the world with a better global means of payment has not materialized. Instead, the focus has increasingly shifted to Bitcoin as an investment asset promising high capital gains.

The Future of Space: A 2030 Perspective (Deutsche Bank)

Space technologies are attracting interest from top minds globally. Executives already recognize environmental risks as major business concerns, and space-based technologies like satellites offer solutions for monitoring these risks.

Should the U.S. Ban Chinese Drones? (FT)

China’s DJI makes the top-selling drones in the U.S.—some Republican lawmakers plan to ban them.

2024 U.S. Election: 5 Things to Know (KKR)

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

President Trump returned to office powered by the public’s desire for meaningful change. This election marks the ninth time in the last ten U.S. elections that Americans have opted for a new path forward.

How Insurers Can Harness Prime Opportunities within Direct Lending (M&G Investments)

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

Within the direct lending universe, the most attractive opportunities lie within the more conservative end of the mid-market, in M&G Investments’ view.

Reconciling Diversification with a Shrinking Carbon Footprint (CFA Institute Research & Policy Center)

This paper emphasizes the need for balancing environmental objectives with portfolio stability.