Insights you might have missed last week

Battery storage, trillion-dollar market caps, and threats to ChatGPT

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

A Rules-Based Approach to Constructing a Broad Digital Asset Index (MarketVector Indexes)

The Coinbase 50 Index is designed to capture a broad representation of the digital asset market, offering insights into the performance of the top 50 crypto assets.

From Leaders to Laggards: Tracking Country ESG Performance (Robeco)

This semi-annual report provides a summary and analysis of the environmental, social, and governance profiles of 150 countries around the globe.

Unlocking Value in Battery Storage (Nuveen)

As the global energy transition accelerates, Battery Energy Storage Systems are emerging as a cornerstone of grid stability, renewable integration, and energy market flexibility.

2026 Perspectives: Discipline in an Age of Disruption (Principal Asset Management)

Insights from Principal Asset Management CIOs on navigating risk, resilience, and opportunity in 2026.

What a Treasury-Heavy Bond Market Means for Your Portfolio (Morningstar Indexes)

Just as the rising share of technology and AI-related stocks has raised concerns of concentration risk, fixed income investors worry about the impact of debt, deficits, and inflation.

Private Markets: Access, Innovation and New Pathways to Progress (Citi Institute)

This report explores how a broader investor base, secondaries, AI-enabled analytics and new platform capabilities are reshaping how managers source opportunities, assess risk and build multi-asset portfolios.

Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels? (Aswath Damodaran)

Stock markets have always rewarded winners with large capitalizations, and with each new threshold, the questions begin anew of whether animal spirits or fundamentals are driving the numbers.

OpenAI Faces Three Threats (Deutsche Bank Research Institute)

Three years ago, OpenAI had the world at its feet. No longer.