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.

Talking Heads – Setting a Course for Investing in the Rest of 2025 (BNP Paribas AM)

Is an overweight position in equities versus bonds still appropriate, including a preference for U.S. equities, and particularly technology stocks?

Don’t Shoot the Messenger: Demographics Suggest Less Growth (Invesco)

Falling fertility rates suggest less population growth, which could bring lower GDP expansion and less inflation. Africa appears relatively well placed; Europe, Asia and South America less so.

Africa’s Agriculture Sector Can Drive Regional Growth (Brookings Institution)

Africa’s future has never been in aid—it is in Africans’ hands. If Africa acts now, it won’t just feed itself—it will feed the world.

Digging Deep: Disruptions beneath the Surface of Critical Minerals (TCW)

Critical minerals are components of everything from artificial intelligence (AI) to clean energy to national security, underscoring how new export restrictions may contribute to significant supply challenges.

Europe’s Next Financial Crisis Could Be the Big One (Chicago Booth)

The EU’s failure to reform after emergencies has left the euro vulnerable, argues Stanford’s John H. Cochrane and his coauthors.

Unlocking the Future of Energy Transition (PIMCO)

Key challenges and breakthrough opportunities in energy investing, emerging technologies, and closing critical financing gaps in renewables.

U.S. Exceptionalism Repriced: The Paramount Role of Policy Sensitivity (State Street)

The global financial landscape, which showed signs of stabilization in early 2025, was abruptly disrupted in the second quarter.

Private Markets and The AI Revolution (State Street)

Artificial intelligence is rewriting the rules of private markets, and investors worldwide are racing to stay ahead.