Insights you might have missed last week

Post-growth pensions, improbable outcomes, and Asian credit

Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.

Expectations for AI, Geopolitics & Global Markets (MUFG)

This slide deck explores the forces reshaping global markets: policy realignment, resurgent corporate activity, rising yields, and economic fragmentation.

A Path to Post-Growth Pensions (Arketa Institute)

Our economies cannot keep growing indefinitely. What does this mean for our pensions?

Taking Stock: A Conversation with Ron O’Hanley (State Street)

In this Street Signals episode, State Street Chairman and CEO Ron O’Hanley delivers a clear-eyed assessment of where markets stand and what lies ahead in 2026.

10 Improbable but Possible Outcomes for 2026 (Invesco)

It’s time to forget central scenarios and think about improbable but possible outcomes. A reversal of some strong and popular trends is built into this list of surprises.

The Rapid Rise of Private Credit and the Expanding Role of BDCs (S&P Dow Jones Indices)

As private credit expands, S&P Dow Jones Indices will introduce new offerings related to business development companies, direct lending and the broader private credit market.

Cyclical Outlook: Compounding Opportunity (PIMCO)

Following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.

The AI Skills Gap (Wharton)

AI is accelerating the shift from a role-based labor market to a skills-based economy. To bring clarity to this transition, Wharton and Accenture developed the Wharton-Accenture Skills Index.

Asian Credit Outlook 2026: Report (UBS AM)

Finding opportunity beyond the cycle.