Insights you might have missed last week
Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.
2025 EY Global Wealth Research Report (EY)
EY aim to provide the most comprehensive global source of customer intelligence for wealth management, covering 30 key markets across the globe.
A Smart European Strategy for Electric Vehicle Investment from China (Bruegel)
Chinese EV investment aids EU decarbonisation but brings risks, needing a united EU strategy to align it with climate, industrial and security aims.
Do Smart Machines Make Smarter Trades? (Alpha Architect)
Can machine learning models help exploit stock market anomalies more effectively? This paper says yes—but with a few important caveats.
Alternative Credit Insights: Advancing Diversification (Nuveen)
Alternative credit allows investors to diversify from those more traditional areas within your portfolio, but it can also serve as a ballast from the liquid markets where there could be more volatility.
China’s Growth Set to Hit Target in 2025 (Amundi)
Despite the ongoing trade war with the United States, China’s growth remained resilient thanks to trade diversification into non-U.S. markets.
The Great Repricing: Are U.S. Treasuries Still a Safe Haven?
State Street's latest paper outlines the role of U.S Treasuries as the global risk-free asset amid rising fiscal concerns, policy uncertainty and shifting market dynamics.
AI, Innovation, and Mawer’s Tech Evolution (Mawer IM)
Justin Anderson, Mawer’s Chief Technology Officer, sits down to discuss the evolving “build-in vs. build-out” technology framework.
Why the Dollar Deserves More Credit (Capital Group)
U.S. economic resilience, supportive interest rate differentials, and a potentially overestimated dollar risk premium suggest a more positive outlook for the dollar than market sentiment reflects.
