Insights you might have missed last week

Fed hike, tokenization, South Korea, and more 

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

The Fed Dishes a Dose of Tightening (Nuveen)

Nuveen breaks down the Fed's latest interest rate hike, the inflation outlook, and Treasury yields, plus where opportunities may exist for investors.

Tokenized Money and the Future of FX (Deutsche Bank Research Institute)

Tokenization has the potential to transform the way financial markets operate, from the movement of money and assets to the management of liquidity and risk

Why Real Estate Debt - And Why Now? (Barings)

Commercial mortgages offer similar benefits as private debt, along with the security and optionality of real estate equity.

Pharma and Life Science Tools: A Quality Growth Revival (Robeco)

Pharmaceuticals sector equities are emerging from a period where capital chased hyperscalers and AI infrastructure. This left healthcare stocks still trading at a discount.

European Savings: Why They Matter, How They’re Changing (ING)

ING's analysis reveals that 30% of Europeans with savings would consider investing. The shift is underway and policymakers can speed it up.

Can South Korea Steal the Spotlight in Emerging Markets? (S&P Dow Jones Indices)

Amid the outperformance of South Korean equities, the market’s footprint on global benchmarks has increased.

The Long End Takes the Wheel (New York Life Investment Management)

Higher long-term yields are reshaping the market backdrop, but strong earnings, AI investment, and U.S. economic advantages support risk assets.

Asset Owner Perspectives Survey 2026 (Morningstar Indexes)

Morningstar’s flagship survey explores the challenges facing institutional asset owners.