Insights you might have missed last week

ADR Markets, BTC vs Gold, and Agentic AI

Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.

Private Credit: Opportunity in a Maturing Market (Nuveen)

The private credit market has experienced remarkable growth in recent years. Its success and expansion have naturally attracted scrutiny, with some observers questioning the sustainability of the asset class.

Global Gateways: Navigating ADR Markets (Morningstar Indexes)

The ADR universe expanded significantly after the 2008 Global Financial Crisis, largely due to the SEC’s amended Rule 12g3-2(b). However, this growth has recently come under pressure due to tightening regulatory scrutiny.

Bitcoin vs Gold: The Future of Central Bank Reserves by 2030 (Deutsche Bank Research Institute)

Gold and Bitcoin are looking like increasingly attractive alternatives to the USD.

Agentic AI in the Workplace (Bank of America Institute)

BofA Global Research predicts that agentic AI's total addressable market will reach $155 billion by 2030.

Troubled Times for U.S. Manufacturers (Metlife IM)

Despite ongoing uncertainty and expectations of continued struggles in the manufacturing sector, pockets of growth remain.

The Building Blocks for Better Retirement Portfolios 2025 (PGIM)

Optimally depleting savings involves addressing a myriad of unique risks faced by retirees, such as inflation risk, sequence of returns risk, spend-down risk, and interest rate risk, to name a few.

What Investors Need to Know about Gold (Invesco)

Gold has been among the top performing asset classes since the start of 2022, even outperforming U.S. mega-cap stocks.