Insights you might have missed last week

Farmland, quantum computing, and energy shocks

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

Managing Geopolitical Risk (New York Life Investment Management)

Geopolitical events can weigh heavily on financial market sentiment. What can investors do about it?

Five Reasons to Consider an Allocation to Farmland (Nuveen)

Explore five compelling reasons to consider an allocation to farmland.

In Tune with the Markets – How Soon Is Now? (Robeco)

Market turbulency remains, and where the U.S. dollar acts as a safe haven, gold clearly doesn’t this time around.

Layered Uncertainty: Conflict, Credit Stress, and AI (PIMCO)

In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high quality assets that can be resilient across a variety of scenarios.

Mapping Liquidity across S&P 500 Sectors (S&P Dow Jones Indices)

Trading linked to S&P 500 sectors has expanded meaningfully in recent years, as market participants increasingly use sector instruments to allocate capital, hedge risk and express relative views within U.S. equities.

Quantum Computing Primer for Financial Sector Executives (Global Risk Institute)

This primer is a companion to GRI’s annual Quantum Threat Timeline Report, and outlines key concepts behind quantum computing, potential implications for financial institutions, and basic parameters for planning.

Renewable Energy in Focus amid the Energy Shock (BNP Paribas AM)

Ulrik Fugmann, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about recent “tectonic” shifts such as Europe’s Strategic Infrastructure Investment Fund and the possibility of U.S. wind and solar tax credits being reinstated.

The Iran War and Disruption to LNG Supply from the Persian Gulf (OIES)

If disruption persists for longer, and especially if there is further damage to LNG infrastructure in the region, the impact will be to delay the anticipated supply-long market (and lower prices) associated with LNG supply growth that had been expected to make itself felt in 2026/27.