Insights you might have missed last week

Private credit confusion, Spanish growth, and Bitcoin

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

Slaying Confusion in Private Credit (Principal Asset Management)

Indications suggest private credit is healthy and should further benefit as the Fed pivots back to accommodative policy.

EM Multinationals Report 2025: New Rules, New Opportunities (Cornell)

This report monitors the performance of emerging markets multinationals and examines the growth prospects of emerging economies in today’s highly complex and uncertain world.

Geopolitics: Europe’s Place on the Global Stage (PIMCO)

Join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.

CIO Views: Spain — Impressive Economic Growth, Once Again (Deutsche Bank)

Driven by robust private investment, surging tourism, progressive fiscal adjustment and a resilient labor market the Spanish economy continues to outpace the European average.

The U.S. Economy amid Rising Global Uncertainty (Levy Economics Institute)

Contrary to upbeat announcements on the prospects for the U.S. economy from the current administration in Washington, economic conditions are softening for this year.

Who Needs the Mag 7: A Long Tail of Opportunity (Robeco)

Equity markets have become increasingly concentrated. While investors cannot easily reduce the impact these companies have on market beta, they can prevent this from dominating alpha.

Investing in a Multipolar World (Candriam)

Discover how Europe’s drive for strategic autonomy is reshaping global investing. Read Candriam’s latest research and explore our European Autonomy Fund.

Bitcoin Investing: A Practical Framework for Investors (Mawer IM)

This article offers a practical, risk-aware framework for evaluating Bitcoin, emphasizing the importance of skepticism, clear purpose, and prudent position sizing.