Insights you might have missed this week
Innovation, tokenized real estate, and deglobalization
Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.
Investment Opportunities in a Changing Military Landscape (Mawer IM)
Equity analyst Joshua Samuel highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems.
What Is the Status of Russia’s Frozen Sovereign Assets? (Brookings Institution)
This post covers recent developments in U.S. and European policy on frozen Russian assets and how they might play into a negotiated peace.
Innovation Remains the Engine of Growth (Robeco)
Despite global uncertainty, innovation is thriving. AI, nuclear fusion, and quantum computing are advancing rapidly, driving significant investments and automation, reshaping industries, and generating revenues.
How Tokenized Real Estate Could Revolutionize Asset Management (Deloitte)
The global market for commercial real estate tokenization is expected to expand dramatically by 2035. Here’s how a few players are making waves.
Venture Pulse Q1 2025 (KPMG)
Global analysis of venture funding.
Small Caps vs. Large Caps: The Cycle That’s About to Turn (CFA Institute)
Despite their recent struggles, small caps aren’t dead—they’re just misunderstood.
Deglobalization. What’s Next? (MetLife IM)
MetLife believes the Post-World War II, U.S.-dominated world order of globalization is quickly coming to an end. The Trump Administration appears to be pursuing a disengagement strategy.
Talking Heads – Generating Income, Protecting Capital in Bonds (BNP Paribas AM)
BNP Paribas AM's Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets.
