Insights you might have missed last week

European AI/tech, U.S. SNR, and the CMO role

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

Looking Past Chaos: Time for European Real Estate Debt (Nuveen)

The global commercial real estate market has undergone a profound transformation since mid-2022.

What Farmland Investing Brings to the Table (Nuveen)

Can investors carve out space for gratitude? Markets head into Thanksgiving week digesting two very different main courses: a softer-but-still-growing labor market.

Europe’s AI Challenges and Opportunities (Principal Asset Management)

In contrast to early in the year, the S&P 500 is outpacing the Stoxx Europe 600 year-to-date, supported by stronger fundamentals and tech-driven earnings growth.

Q3 2025 Investment Grade Corporate Market Review and Outlook (MetLife IM)

MetLife Investment Management’s investment grade corporate credit platform delivered strong results in Q3 2025, supported by resilient investor demand, renewed appetite for duration and the Federal Reserve’s pivot toward rate cuts.

U.S. Economy: All Noise and No Signal? (MetLife IM)

Although the government shutdown has officially ended, economic observers and market participants have had over 40 days with virtually no official economic statistics from the government.

State of European Tech 2025 (Atomico)

The continent’s tech ecosystem has reached a certain level of maturity, but long-term competitiveness depends on whether it can turn its promise into global strategic assets.

Credit Markets: Caution, Compression, and Opportunity (Mawer IM)

On this episode of The Art of Boring, Mawer's Global Credit Portfolio Manager Brian Carney unpacks what he believes are some of the most pressing issues in credit markets today.

How Will AI Revamp Marketing—and the Role of CMOs?

CMOs can evolve from tactical marketers to strategic growth architects by using AI’s power to break down organizational silos and connect marketing data with that of other business functions, such as supply chain, finance, and R&D.