Insights you might have missed last week

ETF megatrends, European debt, Japan senior living

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.

Global ETF Megatrends: 2025 Midyear Review (State Street)

With midyear ETF flows surpassing US$0.9 trillion, State Street experts identify the key trends driving this expansion.

The Leaning Tower of Austerity: The Future of Sovereign Debt in Europe (New York Life Investments)

Lauren Goodwin and Julia Hermann host Florence Pisani, Chief Economist of Candriam, and Nicolas Jullien, Global Head of Fixed Income at Candriam, to discuss the future of debt sustainability in Europe.

How M&A, IPOs and a Bit of GENIUS Are Driving Fintech Fever (Robeco)

A series of successful IPOs and M&As combined with the passage of the groundbreaking U.S. GENIUS Act are rapidly expanding fintech solutions in financial markets and creating significant opportunities.

Japan Senior Living – Capitalizing on Structural Trends (Nuveen)

Combined with a progressively aging population and a low fertility rate, demand for senior homes across key regional cities in Japan has steadily increased.

Why 2025 Is the Year to Invest in International Stocks (Morningstar Indexes)

The U.S. dollar’s decline relative to other major world currencies in 2025 has been a tailwind for unhedged U.S. investors holding foreign stocks.

A Spirited Return to Asia and China (UBS AM)

A multi-asset strategy could help manage risks and deliver more precise outcomes.

Convergence and Complacency: Today's Credit Markets (Mawer IM)

Brian Carney, lead portfolio manager of the global credit opportunities strategy at Mawer IM, explores the current credit market environment characterized by tight spreads and low defaults despite global uncertainties.

The Long Good Buy: Why Long-dated Munis Look Cheap (PGIM Fixed Income)

Municipal bonds have experienced notable underperformance relative to U.S. Treasuries this year, especially long-dated muni bonds.