Insights you might have missed last week

AI doctors, deep-sea mining, and Trump's constraints

Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.

Hong Kong and China Equities: Has the Tide Turned? (Polen Capital)

With China’s equity markets trading at historic valuation discounts to the U.S. equity markets and recently showing signs of stabilization after years of underperformance, many investors are asking: has the tide turned?

Trump’s Deep-Sea Mining Executive Order: The Race for Critical Minerals Enters Uncharted Waters (CSIS)

For decades, the U.S. has remained on the sidelines of the deep-sea mining debate as an international body has governed the world’s richest seabed resources. The Trump admin has unequivocally signaled this will no longer be the case.

Tariff Risks Hit Japan as Competitiveness Declines (Mizuho)

Exports in US dollars in 2024 declined 1.4% year-on-year. Exports to the U.S., China, and Europe decreased by -2.2%, -1.4%, and -10.8%, respectively. Export declines are notable for items such as automobiles and general machinery.

What Mirrors in Space Can Teach Us about Innovation for Sustainability (Arthur D. Little)

The energy-from-space concept has gained new momentum. Direct solar reflection involves deploying a constellation of mirrors in space to reflect sunlight directly onto a range of Earth-based solar farms, acting like an additional sun.

Trump Has Constraints (UBS AM)

Recent de-escalations on trade and Fed Chair Powell show sensitivity to the bond market and the potential for damaging economic and political outcomes.

A Trade Breakdown (Lyn Alden)

This article covers: the current and historical dynamics of global trade, an assessment of the current attempt to rebalance trade, portfolio updates i.e. what the author is buying and selling.

Will AI Doctors Disrupt Drug Commercialization? (UBS AM)

AI and large language models are set to revolutionize drug commercialization, transforming traditional marketing and healthcare practices.

20 Fun Facts about S&P 500 Dividend Aristocrats (S&P Dow Jones Indices)

Dive into two decades dividend indexing as S&P Dow Jones Indices reflects on 20 years of the S&P 500 Dividend Aristocrats.