Insights you might have missed last week

China's resurgence, active ETFs, and the metals race 

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

The Investment Case for China (Fidelity International)

China remains out of favor with many global investors, but improving earnings prospects, technological leadership, and attractive valuations are strengthening the investment case.

A Structural Shift Favoring Active ETFs (New York Life Investment Management)

See how active ETFs help navigate volatility and enhance income potential.

The Case for Real Estate Debt and Equity Is Strengthening Together (Nuveen)

Why 2026 represents a compelling entry point for both real estate debt and equity investors.

North America Data Center Trends H1 2026 (CBRE)

Primary market supply surged by 33.7% year-over-year in H1 2026. Despite record supply, primary market vacancy fell to an all-time low.

Mobilizing Public and Private Finance for Biodiversity (OECD)

Economies, businesses, and financial systems that value biodiversity can reduce long-term risks, strengthen economic resilience, and support new sources of value creation and investment

The New Arms Race Is a Metals Race (Van Eck)

Global rearmament is a metals race in disguise. Defense budgets are surging, hardware drives the spend, and China controls the supply — yet resource equities have not reflected this shift.

U.S. Midterms - Policy Implications (Principal Asset Management)

For investors, the focus should be less on who controls Congress, and more on whether policy changes meaningfully affect fundamental drivers of asset prices.

Indian Family Office Playbook (Julius Baer)

India’s family offices are coming of age. Their traditional role is broadening from stewardship of family wealth.