Insights you might have missed last week

India, food and agriculture, and MAGA to MEGA

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.

India: The Ascent of Small and Mid-Cap Stocks (Robeco)

The Indian equity market is undergoing a structural shift, with domestic investors driving capital into small- and mid-cap companies.

Why the Next Winners in the AI Boom May Not Be AI Stocks (Morningstar Indexes)

Ever since ChatGPT burst onto the scene, traditional growth stocks have captured most of the market spoils.

Talking Heads – What’s Been Happening in Food & Agriculture? (BNP Paribas AM)

Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter U.S. rules on food additives.

MAGA to MEGA: Is European Equity Underperformance Ending? (Deutsche Bank Research Institute)

Are we at the tipping point of a 15-year outperformance of U.S. versus European equities? Deutsche takes a closer look at valuations, concentration, politics, economics and flows.

Fixed Diversification Matters More than Ever (BNP Paribas AM)

Interest rates and credit spreads influence bond performance. Both are typically negatively correlated, providing attractive diversification potential for fixed income portfolios.

Europe: From Early Lead to Inflection (New York Life Investments)

From January through the end of May, European equities reclaimed leadership.

Beyond Mega Caps: S&P 500 Ex-S&P 100 Select Index (S&P Dow Jones Indices)

The S&P 500 Ex-S&P 100 Select Index shines a light on the “other 400” large-cap U.S. companies often overlooked by mega-cap dominance.

Understanding the Modern Electrical Grid (Nuveen)

The electricity grid is at the heart of the clean energy transition and is undergoing one of the most significant transformations in its history. Understanding the modern electrical grid is no easy task, but it is a necessary one.