Insights you might have missed last week

The LA wildfires, bitcoin, and geothermal energy

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

LA Wildfires Leave Municipal Credit Largely Intact (Nuveen)

One year post-LA fires: what muni bond investors need to know about wildfire recovery, California's revenue volatility and Chicago's mounting fiscal pressures.

Gold and BTC: Rethinking Store of Value (MarketVector Indexes)

By comparing gold, silver, and Bitcoin across these dimensions, the authors show that Bitcoin's low correlation with gold creates compelling diversification benefits.

Hot Stuff: Geothermal Energy in Europe (Ember)

Technological advances are expanding where geothermal electricity can be produced – making it a cost-competitive, secure alternative to gas.

What’s beyond the Top 60 in Canada? (S&P Dow Jones Indices)

Canada’s investment landscape is often defined by the S&P/TSX 60, the benchmark that comprises the nation’s largest companies.

AI’s Mixed Impact on the Labor Market (Principal Asset Management)

AI’s labor market impact on job disruption risks emerging opportunities and policy responses

Global Living: Tapping into Structural Growth (PGIM)

Today’s living markets represent an opportunity based on the basic needs-based nature of underlying demand that provides cashflow predictability and a relatively low risk profile.

Financials Still Have Room to Re-Rate (Robeco)

In 2026, equity markets continue to be highly correlated with the direction of global liquidity indicators.

The AI-Driven Productivity Tide May Not Lift All Boats (PIMCO)

Near-term U.S. economic performance will likely depend heavily on how the AI transition progresses.