Insights you might have missed last week

Tokenized assets, U.S. midterms, clean energy and more 

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

Commercial Real Estate Under High Inflation (Principal Asset Management)

CRE has built a reputation as an inflation hedge due to its strong record of stable income returns. That is broadly true over long horizons, but the label is incomplete.

Asset Tokenization: The Next Phase (Deutsche Bank Research Institute)

The global tokenized assets market, excluding stablecoins, grew 5 to ~$39bn in Sep 2026. U.S. Treasury debt remains the largest segment outside stablecoins.

Midterms 2026: Beyond the Ballot Box (New York Life Investment Management)

Whatever the outcome of the U.S. midterms, the scope for major legislation over the next two years may be limited.

Why the UK Is a Great Destination for Infrastructure Investment (RLAM)

This paper analyses the scale and potential of UK infrastructure investing — and why the next few years may be a favorable window to deploy capital.

Agentic AI and Governance (Robeco)

Investors need to know where AI is used, what data it touches, what decisions it influences and who remains accountable when something goes wrong.

Inflation Redux? Real Solutions for Real Returns (AQR)

This article updates AQR’s analysis of inflation sensitivities and inflation protection, highlighting the benefits of commodities and trend-following strategies.

Charting the Clean Energy Odyssey (S&P Dow Jones Indices)

Over the five-year period ending Aug. 31, 2026, the S&P Global Clean Energy Transition Index declined 4.1%, compared with a 12.8% gain for the S&P 500®.

Europe: Tourism, Technology and the Next Phase of Growth (HSBC AM)

For Europe, the summer months are a busiest period as tourists explore the culture on offer.