Insights you might have missed last week

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

Stablecoins and the Future of Regulated Digital Money (Invesco)

The GENIUS Act, signed into law on 18 July, is the first major crypto legislation in the U.S. and establishes a regulatory framework for stablecoins. Invesco thinks this is a gamechanger for the future of regulated digital money.

Not All Dividend Stocks are Safe: Avoiding Dividend Traps (Morningstar Indexes)

What do 3M, Walgreens, Intel, Harley-Davidson, and Shell have in common? Answer: All are companies that have cut their dividends since 2020.

A New Dawn for European Equities (BNP Paribas AM)

European stocks have outperformed U.S. stocks by a good margin. BNP Paribas AM believes there is more to come as the continent starts to spend big on its own capabilities and embarks on reform.

Japan’s Five Largest Investors Delay Clean Energy Transition (Market Forces)

Market Forces found no case of voting against the directors of Japanese FFEI companies on climate grounds, despite investors’ policies allowing for this in almost all cases.

Global DC Peer Study 2025 (Thinking Ahead Institute)

In their latest Global DC Peer Study 2025, the Thinking Ahead Institute findings show that many DC organizations remain unconvinced that members are on track for sufficient income in retirement.

The Cost of Liquidity (Ares Wealth)

Ares Wealth believes that there is an associated premium in both the public and private markets—the difference is whether you are paying or receiving it.

Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)

CFA Institute analyzed 15 bear markets since 1950, using the S&P 500 to compare recessionary and non-recessionary declines across three key dimensions — during both drawdowns and recoveries.

The European Tilt: A 2025 Renaissance (PGIM)

European equities are gaining renewed interest due to policy-driven trends and shifting valuations.