Insights you might have missed last week

Why Europe is back, nuclear fusion, and stablecoins

Below, you'll find a selection of the highest quality insight from top asset managers and institutions from around the world that you might have missed this week.

Five Reasons Why Europe Is Back on the Investment Map (BNP Paribas AM)

After a decade dominated by the strength of U.S. equities, European stocks have been staging a notable comeback in 2025.

Central Bank Watcher: Follow the Leader (Robeco)

In this edition of the Central Bank Watcher, Robeco explores what’s next for the Fed, ECB, PBoC, and BoJ, and how shifting policy trajectories are shaping yield curves worldwide.

Fusion (Morgan Stanley IM)

Nuclear fusion is nearing commercial reality and could offer virtually unlimited, clean, sustainable alternative to fossil fuels. Recent breakthroughs, advanced technologies, and policy support have accelerated timelines

What Do Stablecoins Mean for Dollar Dominance? (Deutsche Bank Research Institute)

The U.S. is betting on stablecoins to keep the dollar the world’s invoicing and reserve currency. Europe should develop an ecosystem of EUR stablecoins as a hedge. Staying relevant in payments is key to strategic geopolitical autonomy.

China’s Economic Transition: Scenarios for 2035 (CSIS)

For more than two decades, a growth model centered on the debt-fueled construction of housing and infrastructure propelled China’s rapid expansion. But this reached its limit in 2021, when housing demand peaked.

When Public Meets Private: The Modern Market (Morningstar Indexes)

To navigate a new landscape, investors need better tools – ones that capture the expanding opportunity set of the investable equity universe, across both public and private companies.

Nordic Asset Allocators Talk Themes, Tactics, and New SI Realities (Robeco)

The last few years have left investment managers with a lot to digest – real wars, trade wars, a ramp-up in AI and defense spending, and a general retreat from sustainability commitments.

The Big Picture: Global Asset Allocation 2025 Q4 (Invesco)

Invesco believes the global economy could accelerate (despite a slowing U.S. economy) and that the Fed is about to embark on rapid easing.