Insights you might have missed last week

Auto credit, circumventing tariffs, and manufacturing

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

Why Auto Credit May Be the Canary in the Coal Mine (Mawer IM)

Credit markets today reflect a level of calm that feels increasingly out of sync with reality.

Europe’s Real Estate Renaissance? (Nuveen)

Read Nuveen's latest thought leadership piece on why investors should now consider European opportunities, and why this may be Europe’s renaissance.

From Uncertainty to Growth: Why Invest in Healthcare? (Candriam)

Entering October, investors are faced with an obvious question: is the time right for new investments in the oncology sector?

The Case for Listed Environmental Infrastructure (BNP Paribas AM)

Global infrastructure systems are under mounting pressure. Rapid digitization, the expansion of artificial intelligence and datacentres, and the widespread electrification of transport and industry are driving a sharp and sustained increase in power demand.

Is China Circumventing U.S. Tariffs via Mexico and Canada? (Brookings Institution)

The U.S.’ high tariffs on Chinese imports have incentivized China to find alternate entries to the American market via Canada and Mexico.

Factory Reset: Investing in the Future of Manufacturing (PGIM)

The global race for technological superiority—particularly around AI and critical semiconductors—is pushing both private capital and government support into ramping up domestic production.

Emerging Market Debt: Local or Hard Currency? (Robeco)

High yields, shifting capital flows, and structural tailwinds are putting emerging market debt back on the agenda. But should investors favor local or hard currency bonds in the search for income and resilience?

Hidden Gems: West Africa's Capital Market Pioneer (MarketVector Indexes)

The Bourse Régionale des Valeurs Mobilières is a regional stock exchange that brings together eight West African countries under a single market infrastructure and currency.