Insights you might have missed last week

U.S. Semiconductor supply, China’s 5-yr-plan, and Solvency II

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

Crypto Breadth Report - March 2026 (MarketVector Indexes)

There is a growing disconnect between where crypto trades and what the rest of the risk landscape is saying.

Securing the U.S. Semiconductor Supply Chain (Kearney)

How to make semiconductor origin verifiable end-to-end, at scale, across heterogeneous device types and multi-tier supply chains?

The Economics of Intelligence (Citadel)

Citadel senses early incremental shifts away from the heavy consensus of AI displacement towards a more nuanced understanding of how AI will affect the economy.

Chips: The Biggest AI Bottleneck (Deutsche Bank Research Institute)

Key bottlenecks are in advanced chip manufacturing and, to a lesser extent, specialized equipment, predominantly located in Taiwan and the Netherlands.

China’s 15th Five-Year Plan and 2035 NDC (UN PRI)

This briefing aims to translate recent policy signals into their potential implications for investors operating in or allocating capital to China.

The Hedge of Least Regret (New York Life Investment Management)

International equities remain a critical component of diversified portfolios. However, investing internationally introduces an additional layer of complexity in the form of currency exposure.

Private Equity for Insurers: Unlocking Capital Efficiency under Solvency II (CVC)

Revised regulations enable a wider range of private equity and infrastructure equity investments to qualify, and position LTEI-eligible assets as increasingly capital-efficient allocations under Solvency II.

Why 2026 Is a Pivotal Moment for U.S. Self-Storage Investment (Nuveen)

Explore the self-storage supply-demand dynamics, valuation reset, and operational opportunity that are driving the investment case.