Insights you might have missed last week

Retail rebound, dismissing nostalgia, and clean energy

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

How Credible Is Hong Kong’s Currency Peg? (FRBA)

This article presents a structural asset-pricing model that quantifies financial market perceptions of the credibility of Hong Kong’s Linked Exchange Rate System.

How Will Central Clearing Impact the Repo Market? (OFR)

OFR research estimates that the share of centrally cleared transactions would have risen from 45% to 77% if the mandate had been in effect during the first eight months of 2025.

Retail’s Rebound: The Case for Selective, Institutional Conviction (Principal Asset Management)

Retail real estate faced a so-called “retail apocalypse” that is often attributed to e-commerce, yet overbuilding was a deeper driver. Today, things are changing.

Responsible Investing Outlook: Key Themes for 2026 (Nuveen)

As we enter 2026, the responsible investing landscape is evolving rapidly, presenting both unprecedented opportunities and complex challenges for institutional investors.

Stocks, Sectors and Success? (S&P Dow Jones Indices)

The recent market rotation toward small caps and value has also extended toward sectors, with technology turning from a leader into a laggard in January.

Nostalgia Is Not a Strategy: Adapting the Playbook to a Changing World (Mawer IM)

In a world where geopolitical tension, economic inequality, and technological change are all accelerating, what does it mean to be a long-term, bottom-up investor?

Electrification and AI Turbocharge Clean Energy Outlook (BNP Paribas AM)

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem.

U.S. Commercial Real Estate Chartbook January 2026 (Metlife IM)

MetLife Investment Management presents their latest thinking on commercial real estate.