Insights you might have missed last week

Euro private markets, AI bubbles, and regional real estate

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

How Europe Is Unlocking Private Markets for Every Investor (State Street)

Across Europe, the combined forces of regulatory reform, digital innovation, and investor demand are opening up alternative investments to a much broader audience.

Is an AI Bubble Forming? Separating Hard Data From Hype (Robeco)

As the artificial intelligence computing era continues to gain momentum, questions have emerged regarding the scale of investment and the valuations of companies involved.

The Economics of AI Scale (PIMCO)

Artificial intelligence technology is starting to drive profound change for the economy, including in business capital and labor investment decisions.

Central Bank Watcher: Balance Sheet Blues (Robeco)

Explore Robeco's insights anticipating market trends and their impacts. Gain valuable research from the firm's experts empowering informed investment decisions.

Strategic Exposure to Gold beyond Bullion (MarketVector Indexes)

Renowned as a safe haven and a hedge against inflation and geopolitical risk, gold consistently proves its value in uncertain times. However, physical gold presents limitations.

International Equities: Why Now? (New York Life Investments)

Four reasons why international equity investing is compelling source of return potential.

European Defense: Purity through Military Revenues’ Exposure (STOXX)

As interest in Europe’s defense stocks grows, the question of how best to capture exposure to the targeted theme while preserving its purity has become a topic of discussion.

2026 Real Estate Regional Outlooks (PGIM)

The 2026 global real estate landscape continues to highlight how opportunities are country, capital, sector, style and submarket specific.