Insights you might have missed last week

Tokenomics, the quantum threat, and turbulent skies

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

A European Cycle for Selectivity (Principal Asset Management)

CRE recovery brings uneven returns – selectivity and income will define performance in 2026.

The Pivot to Tokenomics: Navigating AI's New Spend Dynamics (Deloitte)

AI computing demand is surging – along with AI costs. But spend is no longer linear or predictable. It’s volatile and complex. The economics of AI require a new currency: tokens.

AI Gets Physical: AI-Powered Humanoid Robots Are Set to Augment the Workforce (Barclays)

Humanoids could soon be taking on some of the tough, repetitive jobs that everyone needs, but few want to actually carry out.

Quantum Threat: The Trillion-Dollar Security Race Is On (Citi Institute)

The quantum threat isn’t a sci-fi problem for “someday.” It’s a live risk today, as adversaries can harvest encrypted data now and decrypt it later – turning today’s secure traffic into tomorrow’s open book.

The Bond Market Risk Investors Are Overlooking Right Now (Morningstar Indexes)

Credit risk is rising. Here’s what that means for bond investors.

Data Moats in the Age of AI (Mawer IM)

Mawer IM sits down with equity analyst Joshua Samuel to explore how AI and LLMs are fundamentally reshaping the nature of competitive advantages tied to data.

Turbulent Skies? Balancing Growth, Costs, and Geopolitics in Airlines (PGIM)

Amid a turbulent outlook, this podcast explores how airlines are addressing a host of business challenges, from the threat of aircraft tariffs to volatile fuel costs and customer demand.

2026 Emerging Market Debt Outlook: Strengths Endure (Metlife IM)

The factors that helped emerging market debt outperform other public bond markets in 2025 should persist in 2026.