Insights you might have missed last week

Crypto, portfolio construction, and private credit

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

Cooking Up Sharpe: A Recipe for Portfolio Construction (Man Group)

The quality of a dish lies in its recipe. Man explains why portfolio construction follows the same principle.

Coal 2025: Analysis and Forecast to 2030 (IEA)

Drawing on the latest data, this report analyses recent trends and provides forecasts through 2030 for coal demand, supply and trade by grade and region.

2026 Crypto Market Outlook (Coinbase Institutional)

Coinbase explores the key themes for crypto markets in 2026 including regulatory progress, market and technology trends, and more.

More Growth, Less Heat (UBS AM)

To start 2026, risks to consensus growth forecasts are skewed to the upside. Strong balance sheets, easy financial conditions, more accommodative fiscal policy and fading tariff effects underpin this outlook.

2025 Recap: Strong Performance Despite Tariffs and AI Concerns (Principal Asset Management)

Markets soared in 2025, but new risks in 2026 may challenge investor resilience.

FX Pulse: 2026 Q1 Dollar to Weaken Further (Invesco)

USD weakened over recent months and Invesco expects that to continue as the Fed eases more than other central banks. Invesco thinks JPY will be the strongest major currency over the next year, followed by EUR.

2026 Inside Real Estate Outlook (Principal Asset Management)

A market defined by divergence is ripe for alpha. Strategic selection will be key to thriving in a recovering CRE landscape.

Private Credit Outlook 2026: Growth and Maturity (Ares)

The industry’s growth could hit new milestones amid expansion beyond the core corporate lending segment and rising interest from private wealth investors.