Insights you might have missed last week

Venezuela, Greenland, and the chemical industry

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

The Broad Universe of Bonds (PIMCO)

Explore the types of bonds and how they cater to different investment objectives and risk appetites.

4 Investing Ideas for 2026 from Great Money Minds (Morningstar Indexes)

The Morningstar Indexes team interviewed an array of portfolio managers, strategists, and economists. Several common themes emerged from the interviews.

Navigating the 2026 Latin American Power Shift (Robeco)

Regime change in Venezuela is set to trigger a political realignment in Latin America, with countries facing a choice of remaining in the “global south” or placing themselves within a renewed U.S. trade and security sphere.

Chemical Industry Outlook For 2026 And Beyond (Oliver Wyman)

The global chemical industry stands at a crossroads. While industry trade organizations have projected 3.5% growth for global production, the industry faces challenges – especially in Europe.

Embracing Infrastructure Opportunities (UBS AM)

The rise in infrastructure assets under management has been driven more by internal growth in unrealized value in recent years, as opposed to the growth in dry powder.

Venezuela: Observations on Oil & Global Markets (MUFG)

MUFG presents its thoughts on implications for geo-strategic fragmentation, U.S. foreign policy, Venezuela’s external debt, the energy sector, and global markets.

Greenland, Rare Earths, and Arctic Security (CSIS)

Greenland is rich in natural resources. But the resources attracting the most attention to the region are rare earth elements.

Market Signals and Shifts: What to Watch in 2026 (State Street)

State Street draws on its proprietary data to address pressing questions shaping global markets in 2026.