Insights you might have missed last week

Tech tantrums, Jake Sullivan speaks, and Venezuela

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

Tech Tantrums (S&P Dow Jones Indices)

The past week has been turbulent for Big Tech, with disappointing reactions to earnings from Microsoft, Amazon and Alphabet. Apple and Meta emerged relatively unscathed.

Assessing the Risk of Antimicrobial Resistance (PGIM)

This episode of Fixed on ESG explores what antimicrobial resistance is, why it matters, and its wide-ranging impact on health systems and the global economy.

Industrials: AI-linked Opportunity (Principal Asset Management)

Sentiment toward tech has turned increasingly skeptical, particularly in the last week, reinforcing the case for diversification in today’s uncertain backdrop.

Expect the Unexpected (PIMCO)

Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.

Rethinking Risk and Global Power with Jake Sullivan (PGIM)

Daleep Singh welcomes Jake Sullivan, former U.S. National Security Advisor, for a conversation about the forces reshaping global power and what they mean for markets and investment strategy.

Can Trump Keep Tariffs if the Supreme Court Invalidates Them? (PIIE)

Four tariff statutes that could be invoked: Sections 122, 338, 301, and 232. But they have major limitations. Each is either narrow, temporary, or specific, compared with IEEPA, and cannot be used to recreate Trump’s across-the-board tariff wall.

Hidden Gems: Venezuela (MarketVector Indexes)

Venezuela is a country of extremes: the Caribbean-facing energy giant with extraordinary natural beauty – and a modern economic history shaped by volatility, sanctions, and repeated resets.

Pick Your Poison: Geopolitics or AI (BNP Paribas AM)

If it’s not geopolitical shocks roiling markets it is artificial intelligence, either because AI is a bubble, or because it is decidedly not but it will instead wreak havoc across business models and the labor market.