Insights you might have missed last week

Sri Lanka, battery power in India, and oil shocks

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

Hidden Gems: Sri Lanka (MarketVector Indexes)

Sri Lanka faced a severe economic crisis in 2022, culminating in a sovereign debt default in April 2022. Since then, macroeconomic conditions have improved meaningfully.

Clean Energy Is Still Growing in the U.S. (World Resources Institute)

Data shows that 90% of new energy capacity added in the U.S. last year came from clean sources, but fossil fuels are also growing.

2025: A Market for Stock Pickers in France? (S&P Dow Jones Indices)

Despite a strong year for global equities in 2025, most active funds in Europe struggled to outperform their benchmarks.

Battery Storage Is Now Cheap Enough to Unleash India’s Full Solar Potential (Ember)

Ember’s analysis shows how solar and battery storage can meet as much as 90% of India’s electricity demand at lower LCOE than the average power purchase costs in most states.

The Credit Market Lens: Oil Supply Shocks Don’t Age Well (PIMCO)

Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.

Inside Today’s Mortgage Credit Opportunity (PIMCO)

Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.

Hiding in Plain Sight: The Public Credit Opportunity (MacKay Shields)

Public credit is increasingly attractive because today’s market places greater value on transparency, liquidity, diversification, and the ability to reposition quickly.

Mexico's Domestic Opportunity (Morgan Stanley IM)

Over the last few decades, Mexico’s proximity to the U.S. has been an asset, not a liability. The investment case, however, hinges much more on the new administration’s ability to reinvigorate domestic growth and particularly private investment.