Insights you might have missed this week
AI energy use, enterprise software, and European real estate
Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.
State of Enterprise Software 2025 (Silicon Valley Bank)
Amid uncertain macroeconomic conditions and a challenging exit environment, artificial intelligence/machine learning stands out as a primary force driving the venture ecosystem.
Point of No Returns 2025 (ShareAction)
This report assesses the performance of 76 of the world’s largest asset managers against current standards for responsible finance in four areas: governance and stewardship, climate change, biodiversity, and social issues.
Europe Real Estate Outlook – Edition May 2025 (UBS AM)
Investing in direct real estate can be calming. As an example, the immediate impact from tariff changes for direct real estate investors in Europe is, in practical terms, non-existent.
Latin American Stocks Are Rebounding. Can the Good Times Last? (Morningstar Indexes)
Morningstar’s category for U.S. funds and exchange-traded funds focused on Latin American equities has shed more than $1.5 billion in capital over the past five years. Dozens of Latin-America-focused strategies have liquidated.
Euro-Denominated Assets Benefitting from the Rotation out of Dollar Assets (Candriam)
After the hit to risky assets and even U.S. Treasury bonds in the wake of the so-called “Liberation Day” announcement of a far higher tariff regime, some semblance of calm returned to markets.
We Did the Math on AI’s Energy Footprint (MIT)
The emissions from individual AI text, image, and video queries seem small—until you add up what the industry isn’t tracking and consider where it’s heading next.
Financing our Natural Capital (Oliver Wyman)
Financial institutions and investors must recognize the part they play in the relationship between economic activity and nature.
Assessing Australia's Maritime Trade Resilience (QIC)
What can previous trade disruptions tell us about the outlook for Australia’s maritime industry?
